Flexible contract paraplanning, designed by paraplanners for paraplanners
Set your
own hours
Work where
you want to
Avoid the
admin
Why Paraplanning is tough
Working for yourself can be daunting
So much admin
How about insurance / risk
Finding clients
Managing issues
Why work with Us
We are built by
paraplanners
for
paraplanners
We are built by
paraplanners
for
paraplanners
Businesses We Work With
About CPS
3 Step Plan
Discovery
#1
Here we get to
know each other and
see if we’re a good fit
#2
We find you the perfect
Paraplanner or Administrator
Matchmaking
#3
You stop doing the paperwork
and start doing more business
Partnership
Want to Stay in Touch
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paraplanner opportunities and any new episodes of the
Rise of the Paraplanner podcast
What to expect from us
Step by step, here’s how it works:
1
We do all the marketing
and selling
We’ll matchmake you
with the right business
2
We’ll gather all the right
info to set you up
for success
3
We’ll take care of all the payment stuff
4
If anything goes wrong at
any point, we’re in
your corner to help
solve it
5
1
We do all the marketing
and selling
We’ll matchmake you
with the right business
2
We’ll gather all the right
info to set you up
for success
3
We’ll take care of all the
payment stuff
4
If anything goes wrong at
any point, we’re in
your corner to help
solve it
