About You
About You 

Your passion is working with your clients to help them achieve their goals and build a secure financial future. 


Your culture is to put them at the heart of everything you do and striving to always give them the best service possible.  


You are a financial planner or adviser who wants to spend your time building your client relationships not preparing research and reports. 


You want technical and paraplanning support to help you keep giving your clients that great service but as and when you need it rather than committing to a permanent employee. 

You might already have an in house paraplanner and just need a bit of additional help from time to time to cover busy periods or holidays.  


You don't want the hassle of using an agency for this but want to know you always have someone you can call on when you need to, who knows you, your clients and your business.  

You're a financial planner or adviser doing a great job of your own paraplanning and reports and you just want a second opinion on a case, calculation or client solution from time to time. 


You've done all the research and recommendation preparation yourself and just want someone to put together the client's report detailing their Financial Plan or advice in a client friendly way. 





You're sure your reports and files include everything they need to but you just want to be certain you are fully covering all of your compliance requirements.  


You'd like an independent review of your files to make sure they are tip top and in the best shape possible. 




You have a paraplanning team who are looking after your clients well but would like a review of the way you do things to make sure you are running as efficiently as possible. 


You maybe want to revisit your report templates, your processes or to look at ways of increasing productivity to make sure you have the best practices in place to keep giving your clients that great service. 


For operational, training and development support for your business and paraplanning team, why not have a look at Sparrow Solutions to help with this, just click on the log below to take you there:

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