A new paraplanning service has been launched by mortgage and protection firm, Access Financial Services (Access FS), to support its advisers in providing exceptional outcomes for clients.
The service will offer advisers expert support in researching, analysing and creating the best financial offers for their clients, allowing them to focus on delivering quality financial guidance.
The paraplanning team will then handle the administrative and analytical tasks to underpin the advice.
The service comes as an enhancement to the administration services that Access FS introduced in October 2022. The service continues to free up 70% of an adviser’s time with some trebling the amount of mortgage and protection business they write as a result.
Founder and chief executive officer at Access FS, Karl Wilkinson, said: "We regularly ask our advisers to identify the main challenges hindering their ability to write more business, and then explore ways to provide support.
“We noted that at times senior advisers were overburdened and required additional assistance, while some less experience advisers needed guidance to kick-start their journey in the industry.
“To address these concerns, we have introduced a paraplanning service, which also offers specialised support for complex cases, which can prove to be challenging for some advisers.
“It will enable our advisers to deliver more effective financial advice to clients, while freeing up their time to focus on what they do best – providing expert guidance and support to help clients achieve their financial goals."
The introduction of this new service is part of Access FS’ commitment to provide clients with the best financial advice and support.
Earlier this year, the firm revealed that it was employing 200 advisers following an unprecedented year of growth, with Robinson setting a target to hire and train another 100 aspiring entrepreneurs in 2023.
Mortgage adviser at Access FS, Mike Tebbutt, added: "In the time since I was invited to take part in the trial phase of the new paraplanning service, my business has seen a significant
increase in efficiency and productivity.
“I am now able to provide clients with more comprehensive and tailored mortgage advice, which has resulted in a higher conversion rate and increased customer satisfaction.
“The fact that I can now tackle more complex cases, knowing I have support on hand, has helped me remain competitive in the market and grow my business.”
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