How a growing firm scaled without hiring paraplanners

Client Context

A boutique firm with three advisers was thriving. Referrals were flowing in, and client demand was higher than ever. The partners wanted to keep growing but faced a big question: how to handle the surge in report writing without hiring paraplanners they might not always need.

The Challenge

The firm’s main problems were:

• Reports looked different depending on which adviser drafted them
• Quality varied, creating compliance concerns
• Peaks in client demand created bottlenecks the admin team couldn’t absorb

Recruiting paraplanners in-house felt like a risk. The partners worried about fixed salaries and training costs if demand slowed.

The Turning Point

When a large corporate client came on board, the partners realised they couldn’t afford inconsistency or delays. They needed a way to handle growth while keeping reports professional, accurate, and FCA-ready.

The Solution

Plus Group stepped in to provide paraplanning support tailored to the firm’s needs. We:

• Standardised report templates so every adviser’s output was uniform
• Assigned a team of paraplanners who understood the firm’s style and client base
• Provided flexible capacity, so the firm could handle busy months without over-hiring

Implementation Insight

The firm trialled Plus Group during its busiest quarter. Instead of bottlenecks, every case was logged in Fluid and processed seamlessly. The partners could track progress in real time, while paraplanners absorbed the pressure. It gave the firm confidence they could keep scaling without recruitment headaches.

Results

• Reports became consistent across all advisers
• Compliance risks reduced thanks to standardised checks
• Growth continued smoothly, with flexible support matching demand

Emotional Impact

The partners no longer felt torn between hiring too early or falling behind on service. With Plus Group in place, they could plan for expansion with confidence, knowing paraplanning support would grow with them.

Before vs After

Barriers Addressed

The firm initially feared outsourcing would dilute their brand. But with dedicated paraplanners and uniform templates, the opposite happened — client-facing documents actually became more polished and consistent.

If your firm is growing but you’re hesitant to hire paraplanners in-house, Plus Group can give you scalable support that adapts as you expand.