Working With Advisers
Secure case management and streamlined communication.
From the point of all required information being received, our case turnaround time is 6 working days.
Our team of 30+ paraplanners all have 5-10 years of experience in the financial services industry and accredited with RQF Level 4-6 in Financial Planning.
Secure File Viewing
We are well versed with the requirements of GDPR and our case management system utilises bank grade security.
The Rise Of Paraplanning
With regulatory focus on the outcomes provided in the wealth management sector, it is more important than ever for advisers to undertake and importantly, evidence - comprehensive research and suitable client recommendations.
We aim to achieve 3 key outcomes for wealth management firms:
Existing client communication is well maintained
More time to cultivate new income streams
Excellent standard of advice
For a new firm we will open a Credit Account and you can buy paraplanning blocks.
Block of 10 hours - £500
Block of 20 hours - £1,000
Block of 50 hours - £2,500
When the account is running low, we simply let you know and you can top up the desired amount depending on your needs for the month ahead. It is a rolling basis and there is no contract.
For each paraplanning task we will record the exact time and debit this from your account and provide a statement each month so you can see what work we have done, who for, and how long it took.