Priority Account – Hourly Rated Service on account
We know that some advisers love the proactive and continuous service our Priority Accounts provide. You place money on account as a credit and have access to our full team, working for you and your business, drawing against the credit you’ve paid, providing a continuous, seamless service for all admin, research, reporting, practice management – whatever you require. You have access to your own dedicated team each day to complete the tasks, reports and management that is needed of them. We run your account and flex the monthly payment as your business needs change.
Ad-Hoc – Hourly Rated service Pay on invoice
We also understand that some advisers prefer to send us a case and be invoiced on its completion – Turnaround times are longer, but there’s no retainer to pay each month and the case is fit into the teams schedule where possible.
Adviser sends case – We send an estimate – Case complete – case Checked – Case Returned – Invoice sent
The Paraplanner Charter – Lease a Paraplanner
Sometimes advisers just like to know they have a Paraplanner available for fixed rate for a certain day or for half a day each week. They don’t need a full or even part time paraplanner and they do not like the hassle of HR in employing, but they do want to have a Paraplanner once or twice a week to support them, and they want full control of the paraplanner on that day. They want to ‘lease’ that Paraplanner for that day and have total control on the work they complete within that time. That’s why we have created ‘The Paraplanner Charter’. Ask us how this works.
The Paraplanning Portal
With our portal there is no business relationship with Eparaplan – you simply create a free portal account, Post your paraplanning task or report to the job board and receive bids from freelance paraplanners from all over the country. You then select your paraplanner based on the bid you prefer. You will be able to view each paraplanners’ bio’s and their star rating. The work is quote and invoiced through the portal, providing a seamless service without any contractual tie-ins. – COMING SOON!