The 1to1 Paraplanning Team has created flexible paraplanning solutions for financial advice firms since 2015.
Their onboarding process and case management is supported by an advanced portal and each firm receives a dedicated paraplanner with diploma status. Whether you are looking for an overflow measure during busy periods or a regular support service, they can find a solution that is right for your firm.
Call: 01621 737292
Email: jonathan@1to1paraplanning.co.uk
Website: 1to1paraplanning.co.uk
4admin is an AI-powered tool built for advisers, paraplanners and administrators that automates ceding scheme analysis. With 4admin, now advice firms can;
– Analyse effortlessly – spend 86% less time reading policy documents using an AI-powered tool which securely analyses clients’ plans at the click of a button.
– Improve Compliance – go from doing to checking. Immediately see what information you’re missing and eliminate manual errors.
– Human-In-The-Loop – stay in control with a simple interface for human supervision. Easily review and approve after our AI does the heavy lifting.
– Reallocate Time – save hours per week and release your team to focus on higher value tasks, such as increasing 1:1 client service.
In addition to automating the process of scheme analysis, this app helps speed up the chasing of missing information by automatically generating an email for your additional info. requests, and it updates CRM’s like intelliflo at the click of a button.
Email: arran@4-admin.co.uk
Website: 4admin.co.uk
Adviser Outsourcing provides expert support to help your business thrive. We offer tailored solutions for CRM optimisation, income reconciliation, comprehensive training, and efficient administration. Our dedicated team is committed to delivering exceptional service and helping you achieve your goals. We are certified partners of XPlan (Iress), Intelliflo Office (IO), Curo (Time4Advice), Wealthcraft (Morningstar) and Plannr (Plannr).
Call: 0116 4977 112
Email: sarah.challenor@adviseroutsourcing.com
Website: adviseroutsourcing.com
Entrust provides experienced, professional outsourced mortgage & protection admin services to advisers.
By outsourcing the time-consuming, tedious admin tasks to Entrust, advisers can focus on what they do best, and what brings the most revenue into their business. Everyone on their team has a wealth of mortgage experience – they have all either been mortgage advisers, mortgage underwriters or mortgage administrators in the past, sometimes a combination of all 3. So they understand your pain points and can hit the ground running!
Outsourcing to Entrust not only gives you flexibility, experience and efficiency; but also means you don’t have to pay recruitment costs, employer’s NI contributions, pension contributions, holiday pay, sick pay, maternity/paternity pay or spend time training anyone. The service is bespoke and tailored to the individual business needs of each client. Steph personally specialises in assisting Openwork firms. Her experience in working on ConcertHub and deep understanding of Openwork’s processes allows her to provide invaluable assistance to Openwork mortgage & protection advisers. (Steph is not limited to solely helping Openwork advisers, this is just her specialist niche.)
Book a call with Steph using this link to see how Entrust can help you to grow your business: LINK
Call: 0808 175 7228
Email: steph@entrust-rfsa.co.uk
Website: entrust-rfsa.co.uk
Fusion Business Management provide remote business management and operational support within financial services.
Fusion helps business owners spend more of their working day doing what they love, whilst helping with the day-to-day running in the background.
In Fusion’s opinion, the main aspect of having a ‘well-oiled machine’ is having a team you can trust, whilst the business is run in an efficient and simple way, which is why they are there to help. Without having to pay for a full-time employee, Fusion can build a long-term business relationship with firms and help ensure that their business management needs are met in a streamlined way.
Call: 01621 737292
Email: lucy@fusionmanagement.co.uk
Website: fusionmanagement.co.uk
Eileen Murphy is the founder and director of Informed Training, an independent provider of training and consultancy services on Client Relationship Management (CRM) and Practice Management Systems (PMS). With over 40 years of working in the Financial Services sector and over 20 years’ experience of technology, training and customisation, Eileen works mainly with clients on Intelliflo Office & Zoho CRM. Her passion is to improve user adoption and help embed standard protocols and consistency of use across the board.
Eileen is experienced in working with our clients, helping clients to enable better use of systems to gain more value from the cost of licences with bespoke live case study training, with hands on “learn and do” either onsite or dual mouse control online. This hands-on approach means that whether you are an Administrator, Adviser, Paraplanner, Compliance Officer, System Administrator, Operations or Practice Manager – her clients gain more interaction and apply their learning, right there and then, in their live system, to complete work at the same time as learning “how to” more effectively.
If you wish to gain better value from your licence fee paid to your software provider, please get in touch for more information, and no matter how small or large a company you are, they will be happy to help.
Call: 0121 357 5944
Email: enquiries@informedtraining.co.uk
Web: informedtraining.co.uk
Jigsaw Tree help enable financial advice firms to be able to better adopt their selected CRM technology and provide outsourcing income reconciliation services.
Their clients have the confidence that they truly understand the technology that they implement, and ensure they have the best possible outcome as they are uniquely placed with their:
• expertise of the UK financial services sector
• agile virtual business model
• close working relationships with technology providers
• expansive knowledge of the technologies available
• growing base of certified/accredited status with technology partners
Whether you are looking for help with a full technology change transition, CRM adoption, process mapping or outsourced income reconciliation – Jigsaw Tree have the required skills to support your business and guide you through change, no matter how big or small.
Call: 0800 2465416
Email: hello@jigsawtree.com
Web: jigsawtree.com
Plan Works provides outsourced paraplanning and consultancy services to Financial Planners throughout the UK and has been doing so since 2013.
They specialise in working with small Directly Authorised financial planning firms, and can deal with anything from defined contribution pension transfers all the way through to Trust planning and anything more complex.
Call: 01737 668853
Email: hello@plan-works.co.uk
Website: plan-works.co.uk
Smudge IFA Support provide HR, Compliance and Operational Management specifically for Financial Planning firms. Helen is able to advise and deal with all aspects of HR (the good and the not so good) including creating contracts of employment, handbooks, policies, carrying out disciplinary and grievance hearings, mediation, or simply giving you some advice so that you can deal with this yourself. All this, whilst having real insight into the roles that the staff perform as she has performed them herself.
Helen has 20+ years of experience as an Operations and HR Manager within Financial services practices and is a qualified CIPD Associate.
Call: 07772 319597
Email: helen.winslow@smudgeifasupport.co.uk
Web: smudgeifasupport.co.uk
Wiltshire Paraplanning are a team of 10 and growing! Wiltshire Paraplanning strives to provide a compliant and reliable service – they have extensive experience working alongside St. James’s Place and pride themselves in building longstanding relationships with their clients. Their service standards are maintained by the number of clients they work with at any one time and they regularly monitor their compliance grades to ensure they are achieving adequate suitable first time results for replacement business.
Get in touch to see if what they offer works for you – your paraplanning support starts here.
Call: 01285 655713
Email: Ashley.Wiltshire@sjpp.co.uk
Web: www.wiltshirepp.co.uk