Superrecords offers Paraplanning Administration Services in addition to traditional Paraplanning support services.
We provide resources that can handle the day to day administration of your Paraplanning department. They will work closely with the team to assst in all admin duties from on-boarding new clients to research to implementation of advice. Thereby increasing efficiency of your staff and freeing up time for them to handle more important tasks.
Adminstrators can be engaged on a part time or full time basis.
Administration Services includes
- Update CRM platform
- Prepare Fact Find
- Correspondence with Institutions for information and authority documentation
- Cost comparison of products
- Executive Summary
- Annual review pack
- Implementation of advice
- Prepare Fee Disclosure Statements
- Track adviser commissions and split.