We know that the key to a successful network is clear, well articulated advice standards, that everyone in the network can easily follow. This removes friction, enhances compliance and generally makes everyone's life a little bit easier!
With some networks, we provide paraplanning and report templates to help provide advice consistency. Others use us to deliver training on compliance processes to ensure buy in and a clear understanding. And others like to use our file checking service as over flow, during busy times to ensure they maintain their own service standards.
Whatever the challenge, we will get to know your own unique service offering and approach to advice and use that to deliver the tailored level of support you need.
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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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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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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Already have paraplanning support but want to improve efficiencies? Bespoke, easy to use templates are one way to help, ensuring client friendly, compliant communications, that are consistent across the whole firm.
FIND OUT MORE >I've been working with Verve for just over a year now and have always been incredibly impressed with the paraplanning services provided. The quality of work is exceptional, their work is always delivered to a very high standard and are turned around quickly. The Dextera™ system they have built is intuitive and is a real asset to my business and makes everything so much easier to manage. Additionally, the support from Clare, my Relationship Manager has been outstanding – always responsive, ready to help and up for a chat. I'd highly recommend their services!
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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