What are your paraplanner's qualifications?

All paraplanners in our service are RG146 qualified and have each had more than 5 years experience in paraplanning and advising roles. We have worked on and continue to work on contracts for some of the major financial service and banking dealer groups as well as independent dealers & advisers.

How do you ensure data security?

All paraplanners within the service have secure workstations with up-to-date virus protection and firewall security. Confidentiality agreements are signed by advice groups and paraplanners to protect your valuable client information.

What is your time frame for completing Statement of Advice documents? 

Our average timeframe for completion of Statements of Advice is 4-5 business days and depends on the paraplanner working on your contract. We do allow for some last-minute SoA requests and do not charge any additional fee for their completion as our workflow is managed to facilitate this service.

What format do advisers provide information & data to their paraplanner?

Documents are commonly provided in Word and pdf. format. These documents are either uploaded to our simple project management software, emailed or upload to your Software (such as Xplan directly).

What SoA templates do you use?

We generally prefer to have a look at how your current templates are set out / branded to get an idea of the style that you prefer. We are able to customise templates if required.

What financial planning software do you use?

We have experienced paraplanners trained in all the major software applications (including Xplan, COIN, AdviserLogic, AdviserNetGain, Midwinter, Word, Excel and others) and are proficient in their use with some also conduct training in these software programs. We are able to assist you with SoA completion, template coding and financial modelling.

What is the cost of paraplanning?

Details of general paraplanning pricing are found here. You may also like to have a trial SoA completed in order to get an idea of ongoing costs.