Working With Advisers

Secure case management and streamlined communication.

6 Day Turnaround

From the point of all required information being received, our case turnaround time is 6 working days. 

Dedicated Paraplanner

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
1

Setup new paraplanning task on our portal

Example: Build new client recommendation, technical research, suitability report.
2

Upload client documentation to our portal

Client documentation typically includes the Fact Find, Meeting Notes, Risk Profile and any Ceding Scheme Information.
3

Initial analysis

Your firm will have a dedicated member from our paraplanning team who will conduct an analysis of the information provided and let you know if any further information is needed.
4

Case preparation

On receipt of all required client information our team will complete the set paraplanning task within 6 working days and upload the requested client documents.
5

Case complete

Once the adviser has confirmed the requested paraplanning task has been completed to a satisfactory standard, the task will be marked as complete on our portal.

Our Fees

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.

View Credit Account Statement

Contact Us

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