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Giving Financial Advisers more time

The gift of time 

How much time do you spend dealing with paperwork?  Like many advisers are you spending more and more time at your desk when you would rather be with clients or home on time?  At Lime Outsourced paraplanning we aim to put you back in control of your time, leaving you to concentrate on the bits of your business you enjoy; ultimately giving you the time and space to be proactive rather than bogged down in a never ending pile of paperwork and an ever increasing to-do list.

 

We see obstacles as opportunities

Realising the benefits of a paraplanner is one thing, actually finding someone with enough experience who can fit into your business is another.  Many struggle to justify the fixed cost of a good paraplanner’s salary (who is effectively a business cost) and finding someone suitably experienced and qualified in the right geographical area can be a challenge.  If you find one good paraplanner, you may  struggle to create a team of paraplanners if your workload increases and an  in-house paraplanner may become overstretched with a heavy workload.  Lime Outsourced paraplanning can provide the ideal solution to these obstacles:  

  • Being experienced and well qualified we can act as a second pair of eyes and a sounding board for your advice. 
  • We work remotely so you have access to a highly qualified (Chartered and Certified) paraplanner wherever you are based - whether you are based in Cornwall or Scotland.
  • The paraplanning cost is variable; you only pay for what you need
  • You don’t need to supply a desk, make pensions payments, pay holiday pay, NI, pay for exams etc.
  • You don’t need to invest time in training us up – we are already experienced, take time to get to know your business so we can slot right in to your team
  • We work with various different advisers and a breadth of advice areas – benefitting you if you find yourself advising a client on an area you don’t deal with that often.

 

Working successfully alongside In-house paraplanners

We already work with many fantastic in-house paraplanners too, helping them to support their advisers and clients.  We can therefore free up your in-house paraplanner, allowing them to take on more client-facing work, more office management or we can simply help with their workload.  Using us as an additional resource gives flexibility if your in-house paraplanner is sick or takes an extended holiday – we already know your business and way of working so can slot right in and take on more work to help you until they are back.

 

Why choose Lime?

  • Chartered and Certified Financial planner (PFS Fellow) with IMC, AF3 and STEP exam
  • Over 10 years' experience as an IFA and paraplanner
  • Our service is Flexible, tailored to you
  • We cover all technical areas
  • We also have additional specialist knowledge - Trustee clients, working with solicitors, charities, personal injury clients, clients in the medical profession, reviewing portfolios
     

Give us a call today and see how we can slot seamlessly into your business…  07572 509232

Visit www.outsourcedparaplanner.co.uk/

 

 

Sponsored article by Lime Outsourced Paraplanning

 

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Author: IFA Life Sponsored Post
Posted: Tuesday, January 28, 2014 | 2:50:11 PM


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Comments

28 January 2014 | 6:15:20 PM  Adeline Luther wrote:
One really needs to assess the quality of service rendered by these paraplanners. If it is what you are looking for, you have hit a gold mine. Definitely go for it!

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