The capacity ladder
Different firms require different levels of paraplanning support. Our retained model scales with your business as it grows.
For firms beginning to require regular paraplanning support.
Occasional but predictable workload
Reserved monthly capacity
Early-stage outsourcing support
foundation capacity
For firms with increasing and consistent paraplanning demand.
Regular monthly capacity allocation
Integrated workflow support
Supports adviser and client growth
Improved turnaround consistency
Growth capacity
Embedded capacity
For firms requiring a fully integrated paraplanning function.
High-volume reserved capacity
Deep integration into your workflows
Acts as an extension of your internal team
Designed for scaling advice businesses
OUR PROCESS
To maximise our time, and therefore minimise costs for our clients, we adopt the below process:
We aim to complete this process within 5 – 10 working days. Our timescale will be reviewed on a case-by-case basis.
Fee Options
At High View Paraplanning, we believe in providing our clients with a straightforward and adaptable fee structure. We understand that your requirements are unique, and that's why we offer multiple fee options to suit your preferences.
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If you have specific paraplanning tasks that require our help, our hourly rates are competitive, and you only pay for the time spent on your projects.
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If you require ongoing paraplanning support, we offer retainer packages. Retainers are suitable for clients who need consistent, long-term assistance. This option provides priority access to our services and ensures that we're always available to support your needs.
Request a Fee Schedule
For a personalised fee proposal, please feel free to reach out.