• Processing letters of authority
• Data gathering on policies and plans
• Completing detailed summaries of a client’s existing arrangements
• Generating Personal Illustrations, Key Features Documents, Key Investor Information Documents (KIIDs) and application forms
• Creating investment portfolios and producing reports in Financial Express Analytics

• Completing GABRIEL Returns
• Day to day online banking/bank reconciliations/transfers and payments
• Maintaining holiday and absence records
• Assistance with meeting PROD regulations and requirements
• Assistance with completing Consumer Duty Gap Analysis, Fair Value statements and annual updates
• Business consultancy
• Business cash flow planning

We can provide personalised training for in-house staff on how to do:

• Paraplanning
• Administration
• Practice management

We can do presentations and group training for your team on any aspect of paraplanning or financial planning that is within our skill set.

We can also provide basic ‘grass roots’ financial planning tuition (or material for you to present yourself) to the general public – e.g. your clients, schools, groups, charities, etc.

We offer a range of consultancy and paraplanning services for product, investment and software providers, including the following:

• We can assist life and investment companies by producing template suitability report wording for your products and strategies
• We can provide training and communications for your teams regarding working with paraplanners and developing systems and tools that will help and appeal to the paraplanning community
• Consultancy support to beta test new systems, tools and processes you may be developing
• Independent and impartial research and opinion on new products you’re developing and how they compare with those of your peers and competitors
• Taking part in webinars and presentations to provide an independent ‘paraplanner’s eye view’ of industry developments, new products etc. that you may be developing as part of a marketing campaign