The Challenge
The environment in which we work is constantly changing meaning that we cannot be complacent. Additionally the work itself can be technically challenging.
Problem Solving
We may not be able to see the solution for the client immediately, but have to tease the answer out once we have considered the facts.
Analysis
There may be more than one answer to a problem and selecting the best solution means that we have to thoroughly analyse the options.
Why use an outsourced paraplanner?
Additional Resources
Peaks in business volumes that stretch your existing resources
Growth in your business that leaves you with concerns that there is insufficient work to recruit a full time person
The need to provide additional resources for a particular project
A requirement for a subject specialist in an area in which you are not so well versed.
Specialisation
Our specialist subject is Paraplanning.
We do it all the time and have tried and trusted procedures meaning that you benefit from the efficiencies that we have developed.
Research
Research of a particular product market and
selection of an appropriate provider.
Product panel creation
Reviews of Adviser’s investment propositions
Developing strategy
Suggesting an appropriate strategy so that your client can achieve their particular objectives
Technical support
Report writing
Attendance at client meetings
Procedure reviews
The creation and / or review of report templates
We support Advisers in different parts of the UK so work is usually undertaken remotely,
visits to your premises can be arranged subject to location.
Why use Katalyst Paraplanning?
Katalyst Paraplanning has been established by Katharine Bonner, a Chartered Financial
Planner with over 30 years’ experience of financial services
Our business was established following 2 years of development, working with some of the industry’s leading Advisers.
The processes developed during this period mean that we offer our clients an efficient and repeatable service.
We can adapt our systems to complement your business and the way that you like to work.
We will support your business with the use of cashflow modelling tools including both Truth and Voyant, together with FE Analytics and Defaqto Engage.
Our philosophy. Our aim is to enable you to build a robust business by putting your client’s needs first.