From time to time we all need a little extra support. The Financial Administration package offered via the Paraplanning Hub is exclusively for our existing clients. This cost effective end to end service helps tie up all the loose ends. We use the Hub to become an extension of your company, making sure your clients are looked after and your business runs smoothly. Let us know what needs to be done and we’ll deliver.
The modern financial planning practice has time pressures from every direction. You are good at listening to clients and giving financial planning advice. Because of this you probably do not have the skills, desire or time for sending and chasing letters of authority, arranging appointments or managing back-office systems. Our experienced financial administration team work hand in hand with their paraplanning colleagues and you to deliver a true end to end financial planning support offering.
We built our financial administration service after listening to your needs. With the aim of helping your practice run smoothly. We have specialist on our team that can complement your bespoke financial planning offering perfectly. Why waste precious time and energy recruiting and managing staff, with all the headache and cost that brings? However, doing these tasks personally distracts you from delivering your core offering too. Instead why not simply buy in the financial administration help when you need it? That’s what we’re here for. Dip in and out of the service when needed – providing a boost at those vital times, saving costs at others.
We send off Letters of Authority on your behalf and gather all the policy data required. Because we are your paraplanner we also check it back in to ensure everything we need to prepare any recommendations has been supplied too.
From updating client information, preparing all pre review reports and completing the continued suitability letters on your behalf. Our end to end service ensures our admin staff and paraplanners talk to each other and you to enhance the service provided to your clients.
We ensure your client details, product information, registers and back office systems are kept up to date. So when you need access to your key management and FCA reporting information it is all at hand.