ParaConnect is a platform that connects financial advisors with Paraplanners in the UK. The platform was founded in 2023 with the aim of making it easier for financial advisors to find the right paraplanners for their business needs.

ParaConnect is a simple and easy-to-use platform. To get started, financial advisors simply create a profile and search for paraplanners who a good fit for their needs are. Paraplanners also create profiles to be found by financial advisors. Once a match is made, financial advisors will contact paraplanners directly. If you encounter any issues using the website you can check out our help guides.

To create a profile, click on the “Create Profile” button. You will be asked to provide some basic information about yourself, including your name and email address. Paraplanners will need to complete a more detailed questionnaire to highlight your skills, fees and experience.

You can choose what type of professional help you need by using the drop-down feature on the homepage. You can add more filters to your search, such as cost, rating, qualifications, and additional services.

Once you have found a paraplanner who you think is a good fit, you can contact them directly to discuss your needs. You will need to agree on a fees and turnaround times.

The terms of service for ParaConnect can be found on the website. These terms outline the rights and responsibilities of both financial advisors and paraplanners who use the platform.

If you are struggling using the website, we urge you to check out our help guides. However, if you are still experiencing any issues with ParaConnect, you can report it by clicking on the “Contact Us” button on the website. You will be able to provide a description of the problem and any other relevant information.

There are many benefits to using ParaConnect, including:

• Access to a large pool of qualified and verified paraplanners,
• Ability to search and filter paraplanners by skills, experience, and ratings,
• Ability to have direct contact with various paraplanners,
• Access to a variety of tools and resources to help you find the right paraplanner for your business.

There are many reasons why you should use a paraplanner. Paraplanners can help you to:

• Save time
• Improve your efficiency
• Provide better service to your clients
• Increase your profits