precisionparaplanning.co.uk

precision paraplanning Ltd. |

Qualifications & Experience. Welcome to Precision Paraplanning. Provider of high quality, outsourced paraplanning services to Financial Advisers in the UK. Working on your behalf helping you deliver a first class service to your clients. Flexible services, tailored to suit your business needs and compliance functions. Highly qualified and experienced. A friendly, approachable and efficient paraplanning business.

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precision paraplanning Ltd. | | precisionparaplanning.co.uk Reviews

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Qualifications & Experience. Welcome to Precision Paraplanning. Provider of high quality, outsourced paraplanning services to Financial Advisers in the UK. Working on your behalf helping you deliver a first class service to your clients. Flexible services, tailored to suit your business needs and compliance functions. Highly qualified and experienced. A friendly, approachable and efficient paraplanning business.

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1 about us

2 meet the team

3 case studies

4 job opportunities

5 pp blog

6 why outsource

7 services

8 due diligence

9 faqs

10 previous

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precision paraplanning Ltd. | | precisionparaplanning.co.uk Reviews

https://precisionparaplanning.co.uk

Qualifications & Experience. Welcome to Precision Paraplanning. Provider of high quality, outsourced paraplanning services to Financial Advisers in the UK. Working on your behalf helping you deliver a first class service to your clients. Flexible services, tailored to suit your business needs and compliance functions. Highly qualified and experienced. A friendly, approachable and efficient paraplanning business.

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precisionparaplanning.co.uk

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precision paraplanning Ltd. | Meet the Team

http://www.precisionparaplanning.co.uk/about-us/team

Qualifications & Experience. Https:/ uk.linkedin.com/in/jennimacdonald. I set up Precision Paraplanning in 2012 as I am passionate about the technical aspect of the industry and could see the huge growth potential that outsourced paraplanning presented. Having spent over 6 years working as an adviser, I am aware of the challenges that you face on a daily basis. I am currently studying towards Chartered status.". I started working for Precision Paraplanning in March 2015, having worked in the Financial In...

2

precision paraplanning Ltd. | Qualifications & Experience

http://www.precisionparaplanning.co.uk/about-us/quals

Qualifications & Experience. Qualifications & Experience. Qualifications & Experience. At Precision Paraplanning, we are committed to learning and development and believe in having the right qualifications and experience to get the job done to the highest standard. Here is a list of our current qualifications which we hope to be adding to soon. CII Diploma in Financial Planning. CII AF1 Tax and Trusts. CII AF3 Pension Planning. CII Certificate in Paraplanning. CIOBS Diploma in Investment Planning.

3

precision paraplanning Ltd. | Why Outsource?

http://www.precisionparaplanning.co.uk/why-outsource

Qualifications & Experience. Do what you can do best and outsource the rest. Tom Peters, Management Guru. Outsourcing time consuming functions such as research and report writing gives you more time to spend with your clients, growing your business and keeping ahead of your competitors. Only pay for the work you need without the additional cost of employing staff. Access to a fellow experienced and qualified peer. Take a look at some of our case studies to see how it works for our clients.

4

precision paraplanning Ltd. | Case Studies

http://www.precisionparaplanning.co.uk/why-outsource/case-studies

Qualifications & Experience. Click on one of our Case Studies to find out what we do for our clients. This is just an example of the types of cases we take on but we are able to provide assistance within the whole advice sector.

5

precision paraplanning Ltd. | Services

http://www.precisionparaplanning.co.uk/services

Qualifications & Experience. We understand that all firms work in different ways so we will work with you and tailor our service to meet your specific requirements. Here are just some of the tasks that we undertake on a daily basis;. Provider and Product Research. Pension Switch Cost Comparison Reports. Full Holistic Financial Plans. Whether it’s a full paraplanning service with research and portfolio construction that you require or just report writing, we will fit our services around your business needs.

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precision paraplanning Ltd. |

Qualifications & Experience. Welcome to Precision Paraplanning. Provider of high quality, outsourced paraplanning services to Financial Advisers in the UK. Working on your behalf helping you deliver a first class service to your clients. Flexible services, tailored to suit your business needs and compliance functions. Highly qualified and experienced. A friendly, approachable and efficient paraplanning business.

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