"I know our paraplanning team can be more efficient, I am just not sure how."
Case study

Customer profile

Larger, regional firm.

Multiple advisers and a paraplanning department with 15 people.

The firm wondered whether the team were producing at full capacity and if not, what action could be taken.

Objective

  • To assess the internal paraplanning team.
  • To design a plan to improve efficiencies.

Delivery

To assess the internal paraplanning team.

  • We spend a day fact finding with the business.
  • We analyse the firm’s MI on individuals, work type, time sheets, processes and outcomes.
  • We identify what issues are causing the problems.

 

To design a plan to improve efficiencies.

  • We produce a detailed report on the analysis.
  • This includes action plans for countering the problems to benefit the business, the individuals in the paraplanning team and ultimately the best client experience.

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