Parasentials Paraplanning Email & Phone Number

Email: info@parasentialsparaplanning.co.uk; Tel: 0800 193 3414 Why focus your precious time on elements of your business that don't come naturally to you, but at the same time are imperative? I focus my time on activities I am skilled at; Offering outsourced suitability and technical report writing services to busy financial advisors and IFA firms.I strive to mitigate the negative effects that increasing regulations are having on sustaining a healthy & viable business. This allows you time to focus on the more meaningful aspects of running your business, something in which you have worked so hard to build up. Having achieved my level 4 Diploma and working towards becoming a Chartered Fellow with the CII, I pour my heart and soul into developing my technical prowess and get a kick out of learning new things, something that is vital in an industry that is constantly keeping us guessing! Seeing clients, signing up business, and driving sustained profitability is what I set out to allow you to accomplish. Get in contact today to find out how I can help your business become smarter, more efficient and importantly, more profitable!

Listed skills include Financial Advisory, Microsoft Office, Microsoft Word, Analytical, and 3 others.

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  Outsourced Paraplanner

  Parasentials Paraplanning

  Sep 2018 - Present

  Your 'Bottom Line in Mind'Why Choose Me?✔ I charge a percentage based on the amount your client invests. This means you get to keep a greater proportion of the revenue received from your end client. ✔ I am your one and only point of contact, nurturing the relationship from the very beginning. No more talking to lots of different people!✔ The majority of cases I aim to turnaround within 3-5 working days. ✔ Ask me to write 5 reports and I will offer the 6th free of charge. I understand the stringent regulations are somewhat paramount to ensuring your clients are protected, but that doesn't mean that the profitability of your business should suffer as a result. My goal is to put you back in the 'driving seat', allowing you to focus on what you are good at, speaking to clients, signing up business and creating a healthier 'bottom line'. Get in touch today to discuss your requirements in further detail!