Outsourced Paraplanning Benefits
There are many benefits to having a dedicated team of professionals to handle the lengthy process of administration and research that is a necessary part of Wealth Management.
• Integration of your business with the Sense Network
• Reduction of non-remunerative tasks
• Minimise chasing phone calls
• Security of RDR Compliance
• Dedicated professional support
This gives you the freedom to spend more time in front of your customer, increasing your profitability.
Frequently Asked Questions
What information do I need to provide?
Depending on the service level you have agreed to, the IFA needs to provide the Fact Find and detailed client outline. This allows us to get to know your client as well as you do, ensuring that the objectives and Fact Find match in the final report. For more complex cases the IFA will need to provide a letter of authority so we can request information from Providers.
What areas of Financial Planning do you cover?
Our team of Paraplanners have their own specialities, allowing us to support you in advising on Retirement planning (both accumulation and decumulation), Investments, Protection and Mortgages.
What is the timeline for receiving reports?
In standard cases, such as ISA and Pension Contributions, the report is returned within 5 working days. For more complex cases, such as Pension Transfers, the turnaround time is dependent on the providers. It is the responsibility of the Paraplanner to chase providers and ensure the information is delivered in a timely manner.
How can I be sure the report is compliant?
Compliance is at the heart of our Paraplanning, as it is an ever changing entity we work closely with Sense Network to ensure our work conforms to all industry standards.
Years of experience means we can tackle even the most complex caseload.
Our contractual service is provided on a ‘pay as you earn basis’ eliminating fixed costs.
Providing compliant, high quality reports that are tailored to your business.
Here’s what just some of our clients have said
Sanctuary Wealth Planning
Paraplanning support is excellent and they offer fair value for money. I would recommend without hesitation to other firms.
Simon Lipscombe –
Sanctuary Wealth Planning
You can trust Temple Paraplanning to support your business
Request a Call Back
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
For Businesses: Do you have questions about how Temple Paraplanning can help your company? Send us an email and we’ll get in touch shortly, or phone 01329 282 882 between 09:00 and 17:00 Monday to Friday — we would be delighted to speak.