Admin & Paraplanning Support

Being a successful advice firm brings with it the added pressure of increased administration and the requirement for a confident paraplanner. With the change in requirements under MiFID II and the need to produce a review process with a suitability report (even when there are no changes in clients’ needs/circumstances or your advice) means one thing – increased administration and the need for better processes.

 

Jigsaw Tree delivers administration and paraplanning services to ensure you spend your time building relationships with your clients.