What type of Business are you?

Going it alone, DA, Network, Multi National?

We have a service or plan designed for the single adviser firm, the directly authorised, the networked and national adviser firms. We offer a best practice 'eParaplan Connect Solution' to suit and meet a wide range of needs with segmented team hubs providing the required type of service.
 

Best of all, we can use your data and your systems – outsourcing has never been easier!

Having time to service your clients, complete the laborious paperwork, valuations, meet regulatory requirements and the reporting can be difficult to find. We support a huge number of financial and mortgage advisers by carrying out all servicing needs to support your business growth and efficiency as well providing excellent customer outcomes adding value to your service. 

We do all the chasing, form filling, report writing, etc giving you time to see clients or spend time to yourself.

When you outsource you get access to a team of experienced people. Our advisers like to see us as their “Head Office” – making your business look larger and highly professional.

With our support you do not even need to worry about the recruitment of admin support, we can fulfil every task, from filling forms and answering the phone, to writing reports and reconciliation of your fees.

Let us give you a hand.

Some of our clients already have an established support team. We work with your team by integrating processes to ensure a compliant and efficient advice journey with evidence of added value for your clients.

Our servicing subscriptions can be easily amalgamated into your business to provide really effective servicing, adding value for your client’s and a safety net for your business.

Some of our larger networks just use our operational management to create best practice templates and processes.

We also have advisers that use our human resources management as they struggle to find time to manage and develop their team – or simply dislike doing it.  We can complete your staff 121s and appraisals, as well as scheduling workloads and task allocation.

We can flex with your needs – lean on us for support.

So, you’ve made it big, you are either shaking up your group by changing the structure of internal support staff or looking for an all-important overflow. Outsourcing for the large organisation makes sense and is more accountable, more reliable, and typically more cost effective.

We can prepare a full business tender, attend high level planning meetings and support you to implement an outsourced admin function to your business.

Let us bid for your business.

Does that sound good?

Talk to us and we'll tell you more about how we can free up your time