Service Options
At BAM Paraplanning, we understand that every client is different, every Financial Adviser is different and of course the need for paraplanning or support is different for everyone.
There are several options available, all of which can be tailored to your requirements.
Retainer
This option can provide support on a longer-term basis for a fixed fee payable each month.
*minimum of 3 months required
Case by Case
This option can provide support on a one off, case by case basis where the charge is dependent on the subject and advice being given.
Each case is paid for separately.
Dedicated Support
This option can provide an extra level of support for you and your team. A dedicated paraplanner who you can call for a technical query, be a second pair of eyes or simply a second opinion.
Project Work
This option provides support with things like (examples only and not limited to), creating, reviewing and updating CIPs, Suitability Report Templates and Processes.
Training and Paraplanner Support
Training new and existing members of staff is costly and time consuming. BAM Paraplanning can support your business needs with training and development.
Our Paraplanning Process
It is my belief that to ensure a simple and effective approach to Paraplanning, a clear and easy to use process should be in place.
We have created and operate a four step process:
- Step 1 - Handover
- Step 2 - Triage
- Step 3 - Draft
- Step 4 - Completion
Our process is always developing and takes on board feedback and suggestions to help improve the experience for you as the adviser.
Our services include the following, but are not limited to:
- Assessing cases and advice
- Full Research, Analysis and Due Diligence
- Suitability Report Writing and file construction for Investment and Pensions
- Suitability Report Writing and file construction for Inheritance Tax, EIS, VCT and Trusts.
- Suitability Report Writing and file construction for Personal and Corporate Protection.
- Cash Flow Forecasting and retirement options
- Annual Review and continued suitability reporting
Please contact us directly for details of the cost of these services.
Only the best!
These service options have been created in order to help advisers support their clients the best they can.
Each option is created with our 'In-house but Outsourced' ethos in mind.
Please contact us, using the contact form on the website, or by email for details of the costs associated with the BAM Paraplanning services.
