JG Paraplanning | Your go-to team for outsourced paraplanning and administrative support services

Why outsource your paraplanning?

According to an 2019 article from YouGov, 25% of businesses in the UK have never outsourced. Around 70% of B2B decision makers said they have given key tasks to third parties to accomplish their goals. For paraplanning, it's all with the goal to:

Reduce costs and save money

Boost efficiency and save time

Improve flexibility and scalability

Gain access to specialist expertise and support

Collaborate seamlessly with our team

Bolster consistency and quality of work

Testimonials

Why financial planners and practices today trust us for their paraplanning and admin support needs

Jacob is an excellent, knowledgeable and very thorough paraplanner. Aaron is very helpful with administrative support working alongside our existing processes, and is always a pleasure to speak to.

Joanne Fogo DipPFS CeFA CeMap DipFA CertLTCP

Chartered Financial Adviser, Joanne Fogo Wealth Management

Communications have been great. He's very fast to respond, happy to talk over the phone, and is very detailed and helpful in his messages. Jacob has also introduced new systems into our practice, which have sped up our processes.

Gary Barton DipFA CeMAP CeRER

Financial Planner, AFS Wealth Management

The quality of Jacob's work was always something anyone would be proud of. Jacob has a naturally technical mind, and coupled with his passion and enthusiasm for his career as a whole, but the financial sector and Paraplanning specifically, he was not only a real success but a dream to manage.

Olivia Erin Hopkins DipPFS

Freelance Paraplanner

A better way of working