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What we do
Yes, we’re outsourced paraplanners. But we’re so much more than an extra pair of hands.
Giving you back your time
Ever wish your role as a financial planner meant less paperwork and more quality time to spend with clients? Wish granted! We can’t promise to be your magical fairy godmother, but we can promise you, here and now, that we will find creative ways to solve your problems, reduce your workload and be a second pair of eyes.
People always say to “look at the bigger picture.” Great advice. But you can’t see the picture if you’re in the frame, can you? That’s where we come in…
What we do
Suitability report writing
Suitability report writing
Writing highly personalised reports is our area of expertise, and over time, we will adapt to your style as we get to know each other. This is the service you think you need us for, however it only scratches the surface of what we do and we will help your firm succeed in many other ways. It’s just the start of our journey together.
Due diligence of platforms and product providers
Due diligence of platforms and product providers
Platform due diligence can be time-consuming, especially when you want to get on with advising clients. One financial planner’s loss is a paraplanner’s gain! We’ll take on the role and give you peace of mind knowing that thorough research has been conducted. The little things make an enormous difference.
Process review, design and implementation
Process review, design and implementation
Anything we can do to help our clients, we do it. We will review and redesign existing processes to help your firm run smoothly. This includes writing financial plans, including strategies and cashflow planning, annual and drawdown reviews, and streamlining the process of identifying and handing over paraplanning cases.
Consultancy services and bespoke project work
Consultancy services and bespoke project work
Our team will work with you to understand your requirements and create a customised project. This includes answering technical queries, being a second pair of eyes, reviewing existing documents, due diligence and process design and improvement. There’s a lot we’re good at!
What we don’t do
Employee benefits and group schemes
This is not our area of expertise; therefore, we would rather not get involved. This includes auto-enrolment. If you’re looking for support in these specific areas, please email us, and we may be able to put you in touch with somebody who can help.
Compliance support
While our job is to help you stay compliant, we are not a substitute for a compliance support service. We are happy to work with your compliance provider to ensure that the work we do for you meets their specific requirements.
Direct contact with your clients
We don’t attend client meetings or make any direct contact with your clients. We rely on your meeting notes, fact-finds and our conversations with you to get the full picture of your clients’ circumstances.
Financial advice
Aleks is a qualified Chartered Financial Planner, however Navigatus are not authorised to give financial advice.
Why outsource?
Sure, you could spend endless hours doing the tasks you don’t enjoy, but who wants to do that? Instead, pass the reigns to our experienced team, who will do it more efficiently and cost effectively for you. Outsourcing gives you back time so that you can work on your business, not in it. Just consider us your lifebuoy!