We are committed to providing the highest level of paraplanning support, giving you the option of outsourcing your paraplanning needs to us, having our specialist paraplanning team customise your templates or having us recruit paraplanners to your business.
Our paraplanning professionals will work with you to determine your paraplanning needs and then assist you in selecting the appropriate services to support you in achieving peak performance and business growth.
This is achieved through:
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Consulting support to determine needs |
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Consulting support to develop and implement customised templates |
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Consulting support to recruit high calibre paraplanners to your business |
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Support in doing your paraplanning for you |
| PARAPLANNING |
OUTCOMES |
KEY COMPONENTS |
| Paraplanning Outsourcing |
- Increased efficiency and accuracy of plans
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- Plan preparation
- Plan compliance checks and quality control
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| Customisation of templates |
- Plans that are tailored and suited to client needs
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- Support service to customise templates
- Training programs for the effective use of customised templates
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| Recruitment of Paraplanners |
- High calibre paraplanners recruited to the planner’s business ensuring improved efficiency and business performance
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- Recruitment consultancy service including job analysis, role definition, advertising, sourcing, screening, first interview, psychometric and technical testing and reference checking
- Induction training program development and delivery for new paraplanners joining your business
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