For Paraplanners
Stop re-keying. Start reviewing.
Meeting transcript in. Completed fact find out. Every field cited to source.
Built for FCA-regulated advice. Every output citable. Human review built in.
What paraplanners see in the file
“…total plan value £737,412.18 as at 14 March 2026.”
Does this sound like your week?
- You re-key pension values from 4 provider statements into your back-office system.
- You write suitability at 7 pm because the fact find took all afternoon.
- You search SharePoint for the ATR questionnaire the adviser sent somewhere.
- 30 to 45 minutes of manual data entry after every new client meeting.
What Chunkbase does for paraplanners
Primary for this seat
Fact-find automation
Transcript in, fact find out. Every field traced to source. Ready for review.
Suitability drafting
Cited sections linked to client statements, risk profiles, and provider documents. Review and refine. Not write from scratch.
Evidence pack assembly
Every recommendation linked to supporting documents. Page and paragraph references.
Paraplanners tell us the same thing: data entry eats most of their day, not advice quality. Meeting notes get re-keyed. Provider statements get re-keyed. Everything gets re-keyed.
We’re building the 2026 UK Advice Firm Benchmark to quantify how much time goes to waste. Early conversations point to 3+ hours per paraplanner per week on document-related admin alone.
Help shape the benchmark →Before and after Chunkbase
Receive meeting notes
Re-read. Highlight. Cross-reference. 45 minutes.
Objectives, ATR, capacity for loss extracted. Source citations attached. Review in minutes.
Complete the fact find
Open the CRM. Re-key every field. Write the narrative from scratch.
Pre-populated fields. Cited narrative draft. Verify and confirm.
Draft suitability
Write from scratch at 7 pm. Hunt for evidence.
Cited draft sections. Apply judgement. Approve.
Questions paraplanners ask us
Chunkbase for your whole team
Meeting transcripts to cited fact finds.
Meetings to structured fact finds, tonight.
Source-linked evidence for every recommendation.
Same team. More clients. Faster onboarding.
See client-firm fit before you commit the hours.
Help shape the workflow your team actually needs.
Design partners get early, hands-on access and help shape what we build. You bring a real workflow; we adapt the product around how your firm actually works. No cost, no long contract, just regular feedback. We’re taking on a small number of UK wealth management firms.
