Our Paraplanning service is designed specifically to support Financial Advisers and Financial Planners in delivering accurate, compliant, and timely advice to their clients. At FP Assist, we understand the increasing demands placed on advice practices—between managing compliance obligations, meeting client expectations, and keeping up with regulatory changes, it can be challenging to maintain the quality and efficiency of advice documents without the right support.

That’s where we step in. Our experienced Paraplanners work closely with you and your internal team to produce high-quality Statements of Advice (SOAs), Records of Advice (ROAs), and strategy documents that reflect your advice philosophy and the best interests of your clients. Whether you need full-service paraplanning or occasional overflow assistance, our flexible service model allows you to scale your support as needed—without compromising on turnaround times, accuracy, or compliance standards.

By outsourcing your paraplanning to FP Assist, you gain more than technical expertise—you gain peace of mind. We prioritise clear communication, consistent quality, and a deep understanding of industry best practices, so your advice documents are always delivered with precision. This enables you to stay focused on client engagement and strategic planning, knowing the behind-the-scenes work is in capable hands. With FP Assist as your Paraplanning partner, you can grow your practice confidently, knowing you’re backed by a team that understands your business and supports your success.