Synergy Paraplanning

Our Process

Our process has been refined to meet the needs of our clients

with a strong emphasis on quality, efficiency and two way communication

New Case

Partner sends case into the dedicated St. James's Place mail box

Initial Assessment

Case handover, CFR and supporting documentation are analysed for gaps by the assigned Paraplanner

Calculations

Once the gaps have been mitigated all calculation work will be finialised by the Paraplanner

Gap Mitigation

Paraplanner contacts scheme provider or Partner for missing items to support the recommendation

Suitability Letter

Preparation of Suitability Letter and all other supporting material will be completed by the Paraplanner

Internal Quality Check

A quality check will be undertaken in relation to certain types of business

Case Submitted for Approval

Synergy will undertake the creation of the advice set, load all relevant case documentation and submit the business on behalf of the Partner

Case sent to Partner for Approval

The Paraplanner will wait for approval before submitting the case

Post Submission Warranty

Interaction with Business Assurance on behalf of the Partner during any Pre or Post Sale quality check

synergy-team@synergy-paraplanning.co.uk

01324 430 500

57 Franklin Avenue, Falkirk, FK2 7FU

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