Our services
Based in Manchester, JG Paraplanning is driven by a commitment to quality outsourced paraplanning and administrative support services, seamless collaboration, bespoke and scalable support tailored to your unique business needs.
We currently work with IFAs that are directly authorised, as well as those working with the following AR networks:
We can work hand-in-hand with you and your team...
Our admin support team can help your practice with...
Charges
At JG Paraplanning, we believe in a straightforward and transparent approach to pricing. We understand that trust is the foundation of any successful business relationship, and that's why we are committed to providing clarity and fairness in our billing. We offer a simple per-hour contract, meaning no retainer or minimum commitment. You simply pay for the time used. Our per-hour approach ensures that our customers remain with us because they value the work that we do, not because they are tied to us. That said, every practice is different, and if you would like to work on a retainer-basis, we are happy to, so long as that is aligned with your business needs and budget.
To enquire more about our costs, get in touch today
Frequently Asked Questions
We work with regulated financial advice firms of all shapes and sizes on an ongoing basis. Some are solo advisers who prefer not to hire members of staff, while others are larger multi-adviser practices seeking assistance with particular processes.
Since we operate remotely, we can collaborate with firms located across the UK. Our team work out of offices in Manchester and would love to meet you face-to-face. We're happy to arrange an on-site visit to your premises where possible, and we have found that both our team and our clients have valued meeting in person. It's always nice to put a face to a name without the need for a computer monitor or a laptop screen.
You have the flexibility to choose how we access your client data, but we can offer suggestions. Options include utilising platforms like OneDrive, SharePoint, Google Drive, or your chosen CRM. We recommend approaching this decision as you would for any remote-working employee within your company.
While the majority of our clients require ongoing support, we would be more than happy tolend a hand with specific projects or if you need help to cover long-term leave or a sudden influx of casework.
Yes, that's right - we recently crossed the VAT threshold as a business. As a result, we are required to register to charge VAT for our services. Once our VAT number has been confirmed, your invoices will be reissued, showing the VAT amount clearly itemised. If you have any questions regarding VAT or need further assistance, please feel free to contact us.
Whilst this is a rare occurrence, we confirm that there is no charge for any remedial action identified by compliance or business assurance.
Payments can be made by bank transfer (EFT). We run invoicing cycles every 2 weeks and our invoices typically operate on 14-day payment terms by default. Please let us know if you require a different invoicing period or payment terms.