Consultancy and training

If you have a trainee paraplanner who needs support in specific areas of their role, we can help. We also train administrators who are moving into the paraplanning role. Tailored to your needs, our paraplanner training service will get your support staff up to speed.

We’ve got over 60 years’ paraplanning experience within our team, and we’ve all previously worked as in-house paraplanners, so we’ve seen the paraplanning role from both sides. We’re keen to help paraplanners to progress in the role, which is why we get actively involved in initiatives including the PFS Paraplanner Panel, the Paraplanner StandardTM and the Paraplanner Assembly.

Consultancy work

We undertake all sorts of consultancy work on a project basis. Previous consultancy work has included:

  • Template Suitability Reports for product providers
  • Template Suitability Reports for firms
  • Review of report design and content
  • Review of approaches to compliance
  • AI and how it can be used to improve processes and consumer outcomes

If there’s something you need help with that’s not on this list, please do get in touch.

Training

If you have a trainee paraplanner who needs support in specific areas of their role, we can help. We also train administrators who are moving into the paraplanning role. Tailored to your needs, our paraplanner training service will get your support staff up to speed.

We’ve got over 60 years’ paraplanning experience within our team, and we’ve all previously worked as in-house paraplanners, so we’ve seen the paraplanning role from both sides. We’re keen to help paraplanners to progress in the role, which is why we get actively involved in initiatives including the PFS Paraplanner Panel, the Paraplanner StandardTM and the Paraplanner Assembly.

Our training usually covers one or more of the following areas:

  • Suitability report content
  • Suitability report design
  • Process improvement
  • Research and analysis
  • Technical knowledge

Training is generally done online and can range from a single session to a structured development plan over a period of time. We’ll start by discussing your training needs and agree the most suitable and cost effective option for you. Benefits of investing in your team’s training include:

  • Increasing the skill set within your business
  • Allowing your team to do more in-house
  • Improving the quality of your clients’ experience
  • Saving you time and money

If you’re thinking about consulting with a paraplanning firm for project work or training, get in touch to see if we can help.