"Our team of paraplanners are great, but they struggle with the fluctuations in workload and need a pressure valve."

The responsibility of putting clients front and centre in busy times can take its toll on you and your team; extra hours, extra pressure, always chasing your tail.

Sometimes, it can feel like all the hard work barely makes a dent in the to do list.

Since 2002, The Timebank have been selling both time and resource to large regional and national businesses just like yours. 

These advisers have seen backlogs cleared and are better able to deal with spikes in workload.

The Timebank can be a flexible addition to your admin and paraplanning team. This is far more effective than employing more people who might be twiddling their thumbs in a few months’ time before the next rush begins.

Case study

Customer profile

UK Wealth Management arm based nationally.

56 advisers submitting 56 cases a week (226 cases a month).

Objective

  • To remove backlog caused by existing paraplanners.

  • To ensure targets are achieved.
  • Target 90% of cases returned on time.
  • Target 75% of cases to be ‘satisfied’ or ‘very satisfied’.

Delivery

Remove backlog caused by existing paraplanners.

We achieved this very quickly (3 months), and then moved to helping the firm ensure a backlog did not recur, so we achieved our objective.

 

Target 90% of cases returned on time.

We achieved our turnaround target on 95% of cases.

We achieved the objective.

 

Target 75% of cases to be ‘satisfied’ or ‘very satisfied’.

We achieved an adviser satisfaction grading of 99.7% of cases as satisfied or very satisfied.

Ready to proceed?

This sounds like me. I would like to know a bit more about The Timebank before going ahead

Fantastic!

We mould our service to our clients, so we will give you a call and listen to your needs to make sure we can help you.

In the meantime, we will start off by giving you complimentary access to The Timebank Foundations Programme.

Being a guest client gives you the following benefits:

  • FAQs about the service
  • Due Diligence on us as a company
  • Access to our PRODMatcher tool, which solves the PROD problem
  • Access to our Due Diligence reports on providers and manufacturers
  • News, hints, tips and opinions sent directly to your inbox
  • Access to ongoing CPD video series

This sounds like me, but I am not ready to get going just yet

Timing is everything, we understand that.

We really want to be here when you are ready, so in the meantime, we would like to give you complementary access to The Timebank Foundations Programme.

This gives you access to a range of benefits:

  • FAQs about the service
  • Due Diligence on us as a company
  • Access to our PRODMatcher tool, which solves the PROD problem
  • Access to our Due Diligence reports on providers and manufacturers
  • News, hints, tips and opinions sent directly to your inbox
  • Access to ongoing CPD video series