How a remote adviser built seamless support without an office team

Client Context

Laura* had built her advice practice differently from most. She worked entirely remotely, serving clients across the UK via video calls. Without a central office or in-house team, she managed everything from her home. While this gave her flexibility, it also meant she was responsible for all research and report writing on top of client delivery.

As her client base grew, the absence of back-office support became a major strain. Every new case added hours of admin, leaving Laura feeling stretched and isolated.

The Challenge

Working remotely came with unique pressures:

• No local paraplanning team to lean on
• Reports often delayed because client calls took priority
• A growing sense of overwhelm from carrying every responsibility alone

Laura wanted to keep her business lean and location-independent, but she needed paraplanning support that worked as seamlessly from a distance as if the team were sitting in her office.

The Turning Point

When she delayed two suitability reports by over a week because she simply couldn’t keep up, Laura knew her model wasn’t sustainable. She risked disappointing clients and damaging the reputation she had worked so hard to build.

The Solution

Laura partnered with Plus Group to create a remote-first paraplanning process. We:

• Assigned her a dedicated paraplanner who adapted to her way of working
• Managed all cases through Fluid, giving her real-time oversight from anywhere
• Delivered reports on time without requiring in-person interaction or office systems

Implementation Insight

The transition was simple. Laura shared her upcoming pipeline with her dedicated paraplanner, who quickly picked up her style and preferences. Reports were uploaded into Fluid for review, meaning Laura had instant access and could send them to clients without delay.

Results

• Reports produced consistently on time
• Business scaled without needing to hire in-house staff
• Remote model sustained without sacrificing quality or compliance

Emotional Impact

For Laura, the biggest win was freedom. She no longer felt tied to admin or pressured to hire a team she didn’t want. With paraplanning support in place, she could continue running her business remotely while delivering the same professional service as larger firms.

Before vs After

Barriers Addressed

Laura had worried that outsourcing would feel disconnected or clunky because of her remote model. Instead, the combination of a dedicated paraplanner and Fluid gave her seamless support without needing a physical office.

If you’re building a remote or location-independent advice business, Plus Group’s paraplanning support ensures you get the same consistency and reliability as firms with full in-house teams.