What else can we help you with?
As you may have gathered, our range of experience is extremely varied! We have worked with advisers and firms on everything from improving their internal processes, training up their team and actually doing some day-to-day paraplanning for them.
Here you can find out a little more about some of the additional services we can offer, that enhance our core paraplanning offering. If there’s something else you need and it’s not here, drop us a line – we love to help.
We can work with your existing paraplanners, coaching and training them in processes and efficiencies. This can include training on technical areas that they are not familiar with, or improving the internal structure to ensure consistent output across the team.
At a firm level, we can provide support on attracting and retaining great paraplanners (we know how hard it can be!). We can also help you build an effective paraplanning function and consider the most efficient structure for your business and the client support you are looking to deliver.
Have your own team but love our report format? We can build you bespoke templates to use internally, providing consistency across your team, and allowing you to benefit from our design skills!