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Recruitment

Delivering dedicated, outsourced paraplanning services

Resources

Case Study

Date

March 25, 2015

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Delivering dedicated, outsourced paraplanning services

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Reducing the costs of delivering advice while increasing the reach of advisers.

SCENARIO:

Huntswood has supported the UKโ€™s largest wealth manager with paraplanning services since 2007. Our dedicated team offers deep wealth planning experience, and reduces the costs of delivering advice while increasing the reach of advisers.

Huntswood provides secure office space, Levelย 4-qualified people, expert management and all associatedย support services to the client, taking responsibility forย delivery and ongoing resourcing.

End-to-end paraplanning service,

dedicated to our client and tailored to their needs

Over 600 of the firmโ€™s Advisers have submittedย cases to Huntswood, with Advisers able to formย great working relationships with our consistent and professional team..

600+ Cases

submitted by advisors to Huntswood

Our Paraplannersโ€™ quality scores are market leading,ย with 99% of simple cases deemed โ€˜likely to be suitableโ€™ first time, with this figure standing at 83% on defined benefit transfers. As a result, we are the highest quality member of our clientโ€™s paraplanning panel, with Advisers attesting to this via a client-driven satisfaction survey.

4.5/5 for

service quality, according to our clientโ€™s advisers

We have been delivering the operation continuously for over twelve years, and continue to work with our client to shape the future of the service, making improvements to policy, process, training and many other areas. Our most senior Paraplanners and operational experts are part of this journey.

2 years

continuous delivery

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Privacy Policy
Cookies
Terms and Conditions
Modern Slavery Statement
Carbon Reduction Plan
Promotion of Access to Information Act (PAIA)