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Remote company profile

Para-dox Paraplanning remote work and careers

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B2BConsultingFinancial ServicesOutsourcing
Company overview

About Para-dox Paraplanning

Para-dox offers a market-leading outsourced Paraplanning service, based on a number of key fundamentals. Our service is tailored to suit your needs, and not the other way around. Our approach is flexible and personable, by writing bespoke suitability reports in line with your preferences. In turn, this personable service is also reflected in the bespoke end-product which is presented to your clients. We guarantee fast turn-around times for each Paraplanning case, to ensure that you and your clients receive the efficient service that you deserve. We quote an average of 3 working days for each Paraplanning case to be completed, from start to finish. We operate on a fixed-price charging model that is pre-agreed based on the level of case complexity. This is agreed from outset and ensures high clarity of pricing, with no hidden charges or prolonged hourly costs. Get in touch today to receive your first case free of charge, just to ensure you can trial our efficient service without obligation.

Purpose

Mission and direction

Para-dox is committed to providing tailored, efficient, and high-quality outsourced Paraplanning services. They emphasize a flexible approach to meet clients' specific needs, ensuring quick turnaround times and transparent pricing without hidden costs. The company prides itself on a personable service, delivering bespoke suitability reports that reflect the preferences of its clients.

How they work

Company values

  • Tailored Service
  • Efficiency
  • Transparency
  • Quality Control