Because no-one wants to work in a sausage factory

Paraplanning has a strange reputation in the financial planning world. It’s often interpreted as a behind-the-scenes role with no opportunity to shine. Some think it’s a production line of data, documents and financial projections. In some cases this may be true, but we don’t think it has to be.

We’re rethinking paraplanning.

We’ve spent years shaping the way we work, our processes and our team. Our people first approach continues to set us apart from others in our industry. Yes we’ve got work to do, but our emphasis is also on how we work and who we work with. We want to work with great people.

Our roles are focused around what we enjoy most – our work and the people we work with. As paraplanners we get to do just that. Unlike internal paraplanners, our role is unique in the fact we get to work on just our core interest, financial planning. Bye bye admin, form filing or back office data entry. You can get to do more of what you love when you work outsourced.

Our approach means we’re winning the right kind of clients and seeking to grow the best kind of team. If you’re a paraplanner who’s been considering a new direction, outsourced paraplanning at Parafinity could be the next career step you’ve been looking for. If you’re already an outsourced paraplanner looking for a new perspective, let’s talk.

After all, nobody wants to work in a sausage factory.

Find out more about our career options and download our guide here.