Financial Services
No two financial advisory firms are the same. We know that, so we get to know you and your clients to provide the best possible paraplanning and support services. Some of our current services are listed below, but if there is anything else we can do to help you create more time for your clients please contact us to ask!
No two financial advisory firms are the same. We know that, so we get to know you and your clients to provide the best possible paraplanning and support services. Some of our current services are listed below, but if there is anything else we can do to help you create more time for your clients please contact us to ask!
Suitability report writing (usually using your templates for style), Word / Pages or company system.
Annual reports.
Letters of Authority - create, and follow up work.
Contacting insurance companies / product providers to chase or clarify information.
Bespoke research and projects.
Spreadsheet creation and maintenance, Excel / Numbers
Compliance work.
Fee and commission recording.
Database creation and maintenance.
Client calls and support.
Intelliflo Intelligent Office system work.
Iress Software - The Exchange quotations and Xplan platform support.
Client campaign assistance.
Experience working for and with advisory professional practices.
Experience working for and with advisory professional practices.
Arrange a no obligation 'discovery' call to discuss how we could integrate as part of your team.
Arrange a no obligation 'discovery' call to discuss how we could integrate as part of your team.
Sandy has Financial Services qualifications, including Financial Planning Certificates (FPC1, 2 & 3), Advanced Financial Planning Certificates (AFPC) G10 Taxation & Trusts, G20 Investment Planning and G60 Pensions.
Sandy has Financial Services qualifications, including Financial Planning Certificates (FPC1, 2 & 3), Advanced Financial Planning Certificates (AFPC) G10 Taxation & Trusts, G20 Investment Planning and G60 Pensions.
Sandy first worked in Financial Services in 1995, and has work experience as a Financial Adviser, Investment Manager, Paraplanner and Compliance Officer. Please see testimonials.
Sandy first worked in Financial Services in 1995, and has work experience as a Financial Adviser, Investment Manager, Paraplanner and Compliance Officer. Please see testimonials.