You may be looking for some extra support for your business as it goes through busy phases, or looking to grow and need some guidance on this. Or, you might be looking to make everything work just that little bit slicker to make sure your business is efficient and your clients are delighted. Whatever your requirements, we have a range of services that can help.
We've been providing paraplanning support since 2009 so we are, quite frankly, pretty good at it! Full flexibility is available, ad hoc or ongoing, with a experienced, qualified and knowledgable team available to support.
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From an initial audit, to regular check-ins, our team of consultants are on hand to support your business. Our goal is to help you sleep at night with helpful answers and implementation support.
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Our training scheme covers everyone from newbies, to Senior Mangers, via those aiming to reach CAS and supervisor training. A mix of in person, e-learning and workshops to lift the weight of your training plans.
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There's so much to love about our file checks. Positive, useful feedback. Industry leading turnaround times. Competitive pricing. All managed via our live system so you have complete transparency and oversight.
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We know your report templates are often cobbled together or an over-write of previous cases, and this poses risks. Instead, we can build you and your team a slick, branded suite of suitability report templates.
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Whether you already have an in-house team and need extra support, or want to outsource all of your administration, our flexible, friendly team of admin experts are here to help. Either ongoing support, or ad-hoc projects can be covered.
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PDD, CIP, PROD & CRP; it's an acronym jungle, and one that can be hard to navigate, to research and clearly document. Getting all this in place will give you a robust, clear, compliant proposition for your business.
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Mixing our design skills, with our finance knowledge and our compliance overlay means we can create beautiful, bespoke, non-templated websites that cover all regulatory angles while still engaging your future clients.
FIND OUT MORE >We've been using Verve for our compliance support for the last few years, and the support we've received from our consultant and the team has definitely contributed to our Leading Adviser Practice award win this year.
Get in touch to learn more and chat with our experts about how we can best support you and your firm.
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