We have the solution

Plan Assist provides you with a first to the Irish market paraplanning service provided by a QFA, SIA and CFP® professional, with a professional Certificate in Compliance to allow you focus on scaling up your business.

Plan Assist paraplanning gives you flexibility to use the benefit of experienced team member whenever needed to help your business thrive.

While we are based in Dublin, we embrace technology and our business is 100% cloud-based through secure systems, so we can work from anywhere.

How can we help your business?

We provide a complete outsourcing solution for financial planners, giving you the opportunity to save money, time and resources and allowing you to focus on growing your business.

Some of the reasons why you may want to outsource certain business functions:

  • Freeing up more of your time for your clients.
  • Helping you streamline your client journey.

  • Retaining your identity by tailoring your statement of suitability letters to suit your company style.

  • Enabling you to pick and choose the level of support you require.

  • Providing a cost efficient alternative to directly employing staff.

  • We are up to date on any compliance requirements and our Compliance Service will be soon added to the offering.

  • Experienced- latest cash flow modelling software and technical knowledge.
  • Customized work, tailored to your business requirements and philosophy.
  • Cost savings- pay as you go contract.
  • Speed- dedicated service at agreed SLAs.
  • Security of Client data- no emails, all uploaded to secure cloud database.
  • Ease of management- clear tracking of the project status.