PARAPLANNING SERVICE
Signature Paraplanning offers a bespoke service to likeminded Financial Advisers who care about the quality of the documentation they produce. The quality of client facing documentation is a direct reflection on your business and it is imperative to get it right.
We have a team of highly skilled paraplanners that can assist with report writing in all areas of your business. By using a service rather than an individual, you can ensure that reports are delivered on time helping you to manage your customer’s expectations.
Finding a quality Paraplanner can be extremely difficult and costly. By using Signature Paraplanning, you can eliminate recruitment costs and the issues that come with employing staff, such as having to pay a salary, holidays and sickness and having to have awkward conversations when quality falls short. You have the flexibility to only pay for what you use allowing you to budget and manage your business more effectively.
We offer our services to all St James’s Place Advisers and Practices. Working with over 70 partners within the St James’s Place network, we have built up a wealth of knowledge on the products and processes required to form a successful partnership. We take the time to personalise your suitability letters from the information provided on the confidential financial review and handover. We do not require you to fill out endless documents but may occasionally pick up the phone to ask for additional information that supports the recommendation.
Quality has always been at the root of our business and we thrive on achieving consistently high suitability rates. We have stringent internal procedures to ensure that the expectations are always met and our team of paraplanners regularly attend workshops and forums provided by St James’s Place.
In the heavily regulated environment that we work in, processes have to be regularly reviewed to ensure that we are meeting requirements imposed on us. It can be frustrating for Advisers when the goalposts are always being moved and can be very hard to keep abreast of changes. We work very closely with business assurance to ensure that our processes are correct and up to date. This removes the guess work and allows you to focus on what you do best.
If you would like a copy of our very competitive price list or to know more information, please contact us.