A question that always comes up when we are talking to prospective clients that are looking to start working with us is around how we carry out our work and in particular what financial ‘tools’ do we use. Over the years we have used many different technologies, we have refined this down to a core … Continue reading Paraplanning Hub – The many software tools we use.
In order to keep paraplanning costs down, the Paraplanning Hub offers outsourced paraplanning fees from £40 per hour. The Paraplanning Hub pricing plans have been designed with your busy and growing financial planning practice in mind. We are here to help you quickly and efficiently deploy additional Paraplanning resources to enable you to meet the needs … Continue reading Paraplanning Costs – From £40 per hour
As a financial services firm, you will need a quality team to help you deliver the best advice to your clients. Building and leading a team takes up a lot of time and effort. When you get it right, you know what the sweet spot is. Getting it wrong feels very different. There may be … Continue reading How To Find A Quality Paraplanner At Short Notice
What is the best course of action – covering maternity Leave? If you need to arrange maternity leave cover because your paraplanner lets you know that they are pregnant and will be leaving the company, for a temporary period of time, then you can go into a blind panic. As an integral part of the … Continue reading Maternity Leave And Financial Advisers..
How Can You Trust An Outsourced Paraplanner? There comes a time in a growing IFA business where you have a decision to make – do I trust an outsourced paraplanner to help me grow? The choices here are hiring someone or outsourcing. With the advice in books such as The 4 Hour Work Week, outsourcing … Continue reading How Can You Trust An Outsourced Paraplanner?
A couple of the eternal questions when your financial planning business starts to grow – freelance paraplanner or new staff member? There are pros and cons of both, and many people fall on the side of taking on a full-time member of staff as they ‘get’ the culture and can perform other tasks when needed. … Continue reading Freelance Paraplanner Vs New Staff Member