Para-Sols have recently introduced an additional administration service within the business. We found through chats with our advisers that they valued an administration service on top of the existing paraplanning support, to further reduce the amount of time they spent stuck in the office and increase their time in front of the clients. Having paraplanning and administration support from one company ensures simplicity and consistency and can all be tracked inside one single system, our Rise case management system.

We can provide general office support along with a number of different services, which include:

  • Product Research
  • Valuations
  • Diary/Email management
  • Client follow ups
  • Social media management
  • Audio Transcription
  • Word processing letters/mailing
  • Annual reviews

We already provide this support to a number of our existing advisers who also use us for paraplanning and due to expansion we now have the capacity to offer the admin service out to a wider range of firms, with or without additional paraplanning support.

The administration support is provided on a time basis and we log all time and charge at an hourly rate of £25 + VAT. Whatever administrative support your business requires, give us a call or email and we’ll do our very best to help.