Servicing

A key area to ensure the smooth running of an adviser practice is the adviser support in regard to the completion and implementation of paperwork –or as we like to call it – Admin work!

The admin service is so much more than just data processing and collating information. Here at Eparaplan we strive to embed ourselves as part of your company. Side by side with our paraplanning service or as a stand-alone function, our administration and adviser support services allow you to engage in a better relationships with your clients because you will have more time to give them your full focus and more time to see new clients.We work hard to gain trust and good relationships with your clients, so that they feel comfortable and know we are there for them whenever they need us – taking that load off you.

Admin with us is efficient is faster saves time is reliable 

  • Letters of Authority
  • Information gathering
  • Data inputting
  • Meeting packs/Annual review packs
  • Diary management
  • Post service
  • Telephone service
  • Fund switches
  • Investments
  • Hand writing and sending birthday cards
  • Building and writing processes
  • New business processing & Implementation
  • Completing Letters and templates
  • Updating client files
  • Organising and actioning fund Withdrawals
  • Keying expectations for fees
  • Keeping files compliant
  • A full back office support function