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Delegate administrative work to paraplanners and spend more time with clients

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Outsource time-consuming technical work to paraplanners

In our current regulatory environment, it is more important than ever for advisers to undertake – and evidence – comprehensive research and suitability in all of their client recommendations.

Ultimately, firms need to meet regulatory requirements while achieving commercial goals. Paraplanners play a key role in these efforts by enabling the delivery of high-quality advice, timely execution and operational efficiency.

Our paraplanners can complete tasks such as compiling suitability reports, performing means testing and assessing consumers’ personal circumstances, while also supporting you with recommendations for the consumer.

See your margins and quality of advice increase

Huntswood’s Level 4 qualified paraplanners have a measurable, positive impact on your business’ efficiency, delivering cost efficiencies of 30%, on average.

We’re able to source permanent paraplanners for your in-house team or outsource / co-source paraplanning functions to trained and experienced experts. These can be deployed to your site or managed with stringent oversight in one of our Centres of Excellence.

With effective paraplanning resource at hand, you’ll surely see your margins and quality of advice increase. Going through Huntswood, you’ll also find cases completed faster and with an extremely high rate of “first time suitable” recommendations (up to 98.5% based on previous engagements).

In today’s world, it is imperative that businesses are able to operate remotely. We provide clients with remote resource solutions that are optimised and secure without sacrificing operational excellence.
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Managing Director
Major Insurance Firm

The Huntswood team has delivered precisely to brief and in a timely manner too. I have been most pleased with the thoroughness of preparation going into the project. This, combined with the obvious regulatory and strategic experience you all have has made the project a great success.

Operations Director
Leading UK Merchandise Retailer

The project has run incredibly smoothly, which reflects great planning and great commitment to pro-actively resolve any issues ... Good collaborative planning was at the heart of the operation. It primarily ensured our customers received an outstanding service but also convey confidence to regulator and all the internal stakeholders.

Client Project Lead
Retail Bank

Huntswood's people are of the highest calibre. Not only do they understand the issue from a regulatory perspective, but they know how to deliver effective training in an impactful way.

Senior Manager, Customer Service Recovery
Leading UK Retail Bank

Our challenge... has been extremely demanding and Huntswood has had to deal with a rapid upsizing of the ongoing engagements, taking the number of deployed staff from an initial 16 to 174 in a very short space of time. The hassle- free experience has been testament to Huntswood's organisational and management skills.

Head Of Training & Development, Insurance
Retail Bank

Throughout the eight months that I've worked with Huntswood I've seen first- hand how they put their customers at the heart of their business. They are a company that continues to impress, deliver and delight in equal measure.

Why Huntswood

  • Spend more time with clients and developing new business
  • Gain efficiencies and an increase in “first time suitable” recommendations
  • Ensure a full audit trail, allowing evidence of suitability of recommendations to be retained
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