Bespoke, flexible, experienced paraplanning support for your business
Offering a range of paraplanning services providing you with as much or as little support as you need, when you need, tailored to you
Do you find you're spending more time 'doing' the paperwork rather than getting out seeing your clients?
We undertake the research and analysis, data harvesting and report writing for you...freeing you up to spend more of your valuable time visiting your clients and building your business. We can also help you with your client reviews.
We work with both smaller firms who do not have any paraplanning support in place along with larger firms who are looking to add further paraplanning resource to their team.
Working with you to blend-in with your business and service proposition, our services are always specifically tailored to you.
Sarah Collins-
How it works
We understand how each client case is unique.
Sometimes you may need full paraplanning support for a case. This means we will get involved in a case right at the start with research and analysis through to completion.
Other times you may just need a Suitability Report.
We are able to provide the level of paraplanning support you need for each case.
Typically the process when completing a full case from start to finish is broken down into 6 distinct areas:-
01
Initial Appraisal
When we receive your factfind, risk profiler and meeting notes we read these documents through in detail to help us to build the picture. At this stage we upload a 'Case Summary Document' to your secure portal which confirms timescales, costs, our understanding of the case and advising you of any initial queries we have.
04
Suitability Report
At this point we then liaise with you to clarify the current situation for the clients portfolio and confirm the results of our research. After discussion, you will decide the appropriate route forward for the client.
02
We then set to work, analysing your clients existing plans and policies to start to build the bigger picture. At this stage we complete 'Policy Information Forms' and these are uploaded to your secure portal.
05
Literature
We then obtain the supporting pre-sale documents, such as Key Features booklets, Terms & Conditions booklets, application forms, illustrations and any other documentation relevant to the case.
03
Research
The next stage is to then research the underlying funds. We have our own FE Analytics licence, if required, to undertake this research.
06
Over to you
Once all the documents are uploaded to your Secure Portal, you will receive a notification advising the case is ready to view and download. The Suitability Reports are always in MS Word format as well as PDF at this stage as this allows you to make any amendments or additional personalisation if needed.