Signature Paraplanning
Financial Services - Manchester, England, United Kingdom
Signature Paraplanning Employees
Signature Paraplanning Details
Signature Planning Services offers comprehensive paraplanning and estate planning to financial advisers, in particular those established within St. James's Place Wealth Management.Working with over 70 partners within the St James's Place network, we have built up a wealth of knowledge on the products and processes required to form a successful partnership. We do not require endless documents to be completed but may on occasion pick up the phone to ask additional information that supports the recommendation.Quality has always been at the root of our business and we thrive on achieving consistently high suitability rates. We have stringent internal checking procedures to ensure that the expectations are always met and our team of Paraplanners regularly attend workshops and forums provided by St James's Place.We believe that an adviser's time is best utilised seeing clients and growing their business. However, this can only be done if they are confident that their cases are being processed in a timely and successful manner.Signature has numerous Paraplanners within the team who are supported by administrators. Collectively, we have a wealth of experience in processing all types of cases, from ISAs and Pensions to Protection and Drawdown. Notably, we have extensive knowledge of St. James's Place products, procedures and processes to enable us to write their business swiftly and efficiently.Our work encompasses all aspects of paraplanning, including requesting information from providers, completing Confidential Financial Reviews, writing Suitability Letters and liaising with Business Assurance.
