Our flexible Paraplanning service gives you the assurance you need to focus on building your business. Having reviewed suitability for over 15 years, we know what good looks like!
As specialists in culture, we understand the importance of providing an exemplary customer experience that retains loyalty. As a financial adviser or wealth manager you can only do this if you have enough time to spend servicing your clients and focusing on your business.
Whilst you cannot outsource your responsibilities, we can relieve some of the burden through our Paraplanning service.
How can we help?
Our business model is built on flexibility and responsiveness – we are accustomed to tailoring our solutions to our client’s needs. Our Paraplanning clients typically choose from either:
- Fully outsourced – we design, implement and manage operations through a model office type arrangement.
- Partially outsourced – our team of skilled and experienced Paraplanners augment an existing team by undertaking overflow requirements during busy periods.
Our workflow technology tool provides you with up-to-date information about the progress of your cases so you can always keep your clients informed.
Whichever solution you choose, we deliver a seamless service to complement your internal processes, with adherence to your current business standards.
Why choose TCC Paraplanning?
- Value-driven – you benefit from significantly lower costs when compared to hiring an in-house Paraplanning resource as you only pay for it when you need it.
- Experience – access to a team of expert, qualified and highly experienced Paraplanners with diverse skills and qualifications.
- Assurance – we act as business assurance for many of our clients, therefore you can have complete peace of mind that we know what good advice looks like.