Admin & Paraplanning Support

iStock-1157674417.jpg

Reclaim your time

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.

32966-Jigsaw Tree Caton Fry Case Study-1
  • LinkedIn
  • White Twitter Icon

© 2021 Jigsaw Tree Limited, all rights reserved. Registered Number: 07969155. Registered address; The Mill House, Court Farm, Church Lane, Norton, Worcester WR5 2PS

© 2021 Jigsaw Tree Outsourcing Limited, all rights reserved. Registered Number: 0920814. Registered address: The Mill House, Court Farm, Church Lane, Norton, Worcester, England, WR5 2PS