Behind every adviser and client outcome is a paraplanner doing the heavy lifting to make it happen, but have you ever wondered what goes on behind the scenes of an outsourced Paraplanning Company? Here’s a snapshot of what we got upto today!
9:00AM – The day kicks off with understanding and allocating our new inflow of cases from SJP Advisers. We then move onto chasing providers, sending out Letters of Authority, and reviewing provider ceding infomation. It’s all about gathering the right data to build personalised, compliant advice!
Mid Morning – Collaboration is key! Whether it’s discussing complex client cases with advisers, strategising around retirement planning, or tackling tax-efficient investment options – our paraplanners work closely with SJP Advisers through their preferred communication channel to ensure their client’s journey is thought through and future-proofed.
Midday – From drafting Suitability Letters to performing intricate calculations, our team focused on ensuring every recommendation is clear, compliant, and tailored to the client’s needs.
Afternoon – Time to liaise with Business Assurance, finalise sign-up packs, chase some more providers, and respond to new case queries that have come in from our SJP Advisers.
End of Day – Workflow logs are updated, new cases that have come in through the day are allocated, tomorrow’s priorities are planned, and every case moves one step closer to helping our SJP Advisers get their clients case over the line!
It’s busy. It’s detailed. And it’s incredibly rewarding.