Comprehensive, bespoke, and innovative fixed fee support for financial advisers, planners, and mortgage brokers to facilitate your freedom through integrated client servicing, administration, and paraplanning.
Award Winning Full Service Outsource Office for Financial Advisers.
EPP aim to become an integral part of your business, providing a long lasting partnership, ensuring a positive impact on your growth and success.
Support includes: Mortgage Admin, Wealth Admin, Client Servicing, Operational management, Administration, Customer Service, LOA Chasing, Income rec, Report writing, HR, Legal, Compliance, Marketing + Design.
We work to understand and develop your business, enhancing your client journey and your fee income. This is our strength. We are not just paraplanners, we are a total office support solution.
Our focus is on providing value and customer care to your clients through understanding them and your business in full. Because we do it all, we know your clients so well that writing up any advice report is streamlined and swift.
We also work collaboratively with other extremely strong financial service professionals, and act as the connection between our advisers and those other services - managing the relationship whilst reducing your business risk, as not all of your eggs are in one basket.
Company Details
- Employees
- 14
- Founded
- -
- Address
- Unit 6, The Messenger Centre, Manor Lane, Tinwell,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- efficientparaplanning.com
- Keywords
- Admininstration, Paraplanning, Telephone Answering Service, Consultancy, Mortgage Admin, Client Servicing, Operational Mgt, Practice Mgt, Annual Servicing.
- HQ
- Stamford, UK
Eparaplan Connect Questions
Eparaplan Connect's website is efficientparaplanning.com
Eparaplan Connect's LinkedIn profile is https://uk.linkedin.com/company/eparaplan
Eparaplan Connect has
14 employees.
View email and phone details for 14
employees at Eparaplan Connect.
Eparaplan Connect's industry is
Financial Services
Eparaplan Connect's top competitors are
The Paraplanners,
Simply Paraplanner,
Parapool - The Paraplanning Platform,
Virtual Paraplanner,
Paraplanner,
Professional Paraplanner,
Paraplanners' Assembly,
Verve,
The Paraplanner Club,
The Paraplan Project.
Eparaplan Connect's categories are Financial Services
Eparaplan Connect's founding year is 2013
