Financial Planning Support

/Financial Planning Support
Financial Planning Support2018-11-24T12:49:38+00:00

Our Professional Support team prides itself on offers a full back office support process to allow you to focus on your clients. 

We have a systemised approach and documented process which allows us to support you in areas such data entry, research, processing applications and new business submissions. 

We work closely with you to alleviate the administrative requirements in the Financial Planning process. 

Services:

We provide a range of back office support to Financial Planners ranging from all Pre-SoA work, such as research, Best Interest Duty paperwork to completing comparison insurance quotes as well as implementation services where we ensure the smooth implementation of all advice to allow you to focus on your clients.

An example of our Pre-SoA Package:

  • Adviser Completes Fact Find
  • Adviser sends of third-party authority forms – saves time
  • Adviser sends Fact Find and outline of strategy and what they are looking for
  • Quantum phones product providers to gather information
  • Quantum completes Insurance Product Research
  • Quantum ensures an Insurance needs analysis is on file
  • Quantum completes all insurance quotes using your logins via Lastpass Access (current provider Like for Like, Alternative and Recommended quotes as applicable)
  • Quantum completes an easy to read spreadsheet with insurance quotes
  • Quantum completes Replacement of Product Table for Super / Pension / Investment
  • Quantum completes Product Research (current vs recommended)
  • Quantum will then phone the adviser and discuss this then write a Best Interest Duty Statement for you
  • Quantum will ensure the file is compliant and ready for an SoA and then send this to you to view and ensure you are happy with this
  • Once Quantum receives the ok from you, we will commence the SoA