Paraplanning Process

Having an effective, robust and repeatable process in place is what creates a successful experience for us and our clients.

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Our Process

Our ambition is to become an essential part of your organisation, aiming not only to free up your time, but also to add value to your client proposition. We don’t have a set process for each and every client that we work with, we work with you to implement the most effective and efficient process, document that process and stick to it. We do not insist on retainers.

1

Quote Submission Sheet

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2

Quote sent within 1h

Plan Works

3

Agree Price. ‘Yes’

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4

Send Documents

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5

Book 10 min conversation

Plan Works

6

Compile Report

Plan Works

7

Submit Report

Plan Works

8

Feedback

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9

Make Changes

Plan Works

Information flow is the most important part of the process to get right and is fundamental to a lasting business relationship. We therefore offer a number of different communication methods, just pick which works best for you.

 

face to face

Face-to-Face

call

Telephone

email

Email

cloud

Cloud

The cloud is the newest edition to our communication methods. We can establish a new “cloud” based drive which only Plan Works and you can access. This works the same as drag and dropping any documents into a drive on your own PC or Mac. This means that the files can be accessed by you any time and anywhere.

Keeping you informed is where we believe we can offer a real difference. We will work to your preferred method, be it a weekly call, email, Skype or FaceTime. As standard, we maintain a work flow sheet which keeps you informed of the state of development and expected time of completion – which you can access any time through our online client portal.

Compliance

Having effective quality control mechanisms in place assists us to be able to deliver the excellence that our customers have come to expect. Compliance is an ever evolving “beast” which is why we work with professional compliance people and companies. Not only does this ensure that we comply, but more importantly that we obtain an independent and objective opinion of the work that we carry out.

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