Paraplanning and Financial Planning Support
The Quantum Paraplanning team works closely with Financial Planners to ensure the highest level of advice is provided to every single client. Learning to adapt to each Financial Planner’s unique style is our strength and allows us to better harness a team approach towards completing any advice document.
Through our systemised approach and documented processes, we are able to support Financial Planners in areas such as strategy, research, technical knowledge, and compliance. This allows the Planners to focus more of their time on providing exceptional service to their clients.
Our Financial Planning Support services provide comprehensive support services. This will allow you to spend more time servicing your clients, instead of being bogged down with time consuming back office tasks.