Re:Source

PARAPLANNING

WHAT WE DO

HOW IT WORKS

WHY RE:SOURCE

CLIENT LOGIN

More time for clients.

More capacity to grow.

Paraplanning and Administration support exclusively for St. James’s Place Partners.

An extension of your Practice

Built around your standards

Designed to adapt as you grow

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THE VALUE

Support that flexes with your Practice.

From one case to complete client servicing without the fixed cost
and management burden of an in-house team.

Create more time

Delegate time-consuming, compliance-led work so you can focus on advice, relationships and growth.

Rely on specialists

Increase or reduce support as demand changes, without recruitment delays or ongoing employment overheads.

Scale with confidence

Give each stage of the client journey to experienced professionals who understand St. James’s Place processes.

ONE JOINED-UP SERVICE. CLEAR OWNERSHIP. CONSISTENT CLIENT EXPERIENCE.

WHAT WE DO

One team. Every stage covered.

Everything is delivered as an extension of your Practice and branded to your business.

ADMINISTRATION & PRACTICE SUPPORT

Set up client meetings and manage diaries, timescales and deadlines.
Prepare client paperwork, LOAs, ID verification and application forms.
Manage prospects, Salesforce updates and review meeting workflows.
Liaise with product providers and co-ordinate case progress.
Support fund switches, withdrawals and top-ups.

TECHNICAL PARAPLANNING

Complete technical calculations, illustrations and Suitability Letters.
Generate Advice Sets and update soft facts for the CFR.
Prepare and submit EBS applications.
Provide technical support and guidance.
Handle a broad variety of case types.

THREE WAYS TO WORK

Choose the model that suits you best.

Straightforward options for ad-hoc work, guaranteed capacity, or a fully aligned ongoing partnership.

Business Processing

BEST FOR

Specific new business or ad-hoc case writing requirements.

PRICED AS

Percentage of business value.

A complete case journey from LOA and onboarding through to submission and fund tracking.

Flexible Servicing

BEST FOR

Established advisers who want guaranteed support without a full-time commitment.

PRICED AS

Pre-booked hourly credit.

Use administration and ad-hoc paraplanning support as requirements arise.

Full Servicing

BEST FOR

Advisers seeking a long-term partnership and full ongoing client servicing.

PRICED AS

FUM-based monthly fee.

Comprehensive administration and paraplanning with predictable monthly cost.

THE EXPERIENCE

A straightforward route from handover to completion.

Clear inputs, clear ownership and pro-active communication throughout.

Complete a handover form

Complete the relevant digital handover form.

Share the essentials

Send us any relevant documents or details we need.

We take ownership

Your dedicated team progresses the work and keeps you informed.

Track and complete

Case submitted and funds tracked through to completion.

THE PROOF

The value is felt in the time you get back.

A partnership built around dependable delivery, accessible expertise and genuine
understanding of the SJP environment.

Working with Re:Source has genuinely transformed how I run my business. Having an expert paraplanning and admin team behind me has allowed me to move faster with clients while still maintaining a very high standard of service. Their end-to-end support is second to none.

NADIA ENVER

Nadia Enver Financial Planning

Delegating back office functions through Re:Source has been game-changing for my business. I have full confidence in their ability, attention to detail and experience.

KEVIN GATLAND

Gatland Wealth Management

I would not feel confident growing my firm without having Re:Source in my corner!

LIAM WILSON

Mitchell & Wilson Financial Planning

Re:Source

PARAPLANNING

Let's get started.

Tell us where you need capacity.
We will help you choose the right level of support.

03301 333 835

enquiries.resource@sjpp.co.uk

resourceparaplanning.co.uk

resource-paraplanning

Correspondence address: PO Box 134, Llanidloes SY18 9AA