A dynamic, independent, specialist Paraplanning business committed to supporting the Financial Planning Industry
We exist to provide support to Financial Planners, if this is you – we’re here to create more time in your day.
By providing back-office support, we create efficiencies. Essentially allowing you, as a Financial Planner, to focus on building relationships and delivering exceptional service to your own clients. From pre-SOA through to implementation, Quantum can support you and your business.
Offering comprehensive, personalised support to Financial Planners
Reducing the time spent on client files, allowing more time for new business
Creating more time in your day by assisting with time-consuming tasks
Paraplanning is a well known role within the Financial Services industry for the technical expertise it brings to Financial Advisers, but what is Para-Broking and how could it benefit you and your business? A Para-Broker use their technical expertise in Mortgages and...
The Financial Planning world has seen huge changes forced upon it by the COVID-19 pandemic, with the advent of working from home becoming a more normalised staple of the current climate. With this shift, we have seen a rise in the use and the proficiency of available...
As a Financial Planner, your role is to build relationships with new and existing clients. All too often, do you find yourself getting stuck with back-office administration, compliance and advice implementation which takes you...