Training for compliance, efficiency, and success
We offer bespoke training to help you build a paraplanning team that’s technically sharp, operationally efficient, and aligned with the way your firm works. Whether you’ve got new starters to train or experienced paraplanners who want to develop their skills further, we tailor our training to meet your goals.
This isn’t about theory. It’s about giving your team the tools, context, and confidence to do the job properly – from navigating complex pension calculations and using research tools effectively, to writing better reports and working more efficiently with advisers.
We can help build technical capability across key areas like tax planning, investment research, and cashflow modelling. That might mean practical training on tools like FE Analytics, CashCalc or Selectapension, or more conceptual guidance on asset allocation, drawdown planning, and platform research.
We also support with process training, helping your team understand how to use your systems effectively, how each part of the process links together, and how to manage their time and workload. We’ll highlight ways to streamline repeat tasks, reduce duplication, and improve accuracy, so that your operations run more smoothly.
And where needed, we can provide support around soft skills and communication, including report writing, internal review processes, and adviser collaboration, all with the aim of improving output quality and consistency.
We’re also happy to work with firms who’ve invested in back-office systems like Intelliflo but aren’t getting the value from them. We’ll show your team how to get more from the tools you already have, reducing manual effort, cutting down on rework, and helping your processes run more smoothly.
As outsourced paraplanners, we work with a wide range of firms and use a variety of systems day-to-day. That gives us a broad perspective on what works well, what doesn’t, and where small adjustments can have a big impact.
Everything is designed around your firm, your setup, and your goals. If you’re looking to upskill your team, embed best practice, and build confidence across your paraplanning function, we’d love to hear from you. Click below to get in touch.
