Why use Sparrow Paraplanning?
What can we bring to your business and clients that should make you choose Sparrow Paraplanning?
Friendly service
We provide a friendly, helpful, reliable service and are available at the end of the phone, email or video call, whatever works best for you and your clients.
We can also discuss options for those occasions when you prefer or need someone there 'in person'.
Save time
Outsourcing your paraplanning and technical requirements will free up your time so you can focus on what's important to you - looking after your clients and building your business.
Reduce the need to recruit
Experienced, qualified paraplanners looking for a new job can be difficult to find.
Using Sparrow Paraplanning will reduce the need to spend time and money recruiting for the right person. We can get started as soon as you like, taking away the stress and hassle of being without the paraplanning support you need to give your clients the great service they're used to.
Save money
Outsourcing your paraplanning can help save you money.
You won't have the expense of an employed paraplanner's salary, National Insurance, pension contributions, holiday and sickness pay or the cost of Learning and Development.
Outsourcing to Sparrow Paraplanning will help reduce your overheads and increase profits whilst making sure you still have access to high quality support to meet your and your clients' needs.
Different perspective
Sometimes it's good to get a second opinion on a case. With many years' experience in financial planning and paraplanning, we can give you an honest, impartial point of view, ensuring you always get the right outcome for your client.
Flexibility
You don't have to sign up to the long term commitment of a permanent employee.
You can use Sparrow Paraplanning as much or as little as you like and we don't charge a retainer, giving you maximum flexibility at all times.
This helps ensure you only pay for the support you need whilst still being able to continue giving your clients that great service.
High quality service
With many years' experience working with planners and advisers in financial planning practices, both behind the scenes and in client facing roles, we understand what makes high quality client service.
We pride ourselves on our service to you and using Sparrow Paraplanning will mean you have a highly qualified and experienced paraplanner working as part of the team working for your clients.
Let us help your business fly
When we work with you, we want to get to know you and fully understand your business so we can give you the service you need.
We are able to integrate and work with your existing team giving you the time to focus on doing what you do best, looking after your clients and growing a successful business.
