Grow your Financial Advice business with monthly paraplanning and admin support
Build a thriving Financial Advice company when you outsource paraplanning and client servicing to an experienced, and highly
Build better client relationships
The more hours you spend on the administration and client support side of financial advising, the less time you have to focus on the most critical areas of your business. Ensuring you meet compliance, completing processes promptly, and providing excellent customer service are all key priorities for you as a Financial Adviser. At facilit8, we provide paraplanning services alongside client support and day-to-day administration for St. James's Place Partners and Independent Financial Advisers to help you establish long-lasting relationships with your client base.
Focus more on what you love doing.
As highly skilled professionals with years of experience as financial advisers and paraplanning support specialists, we make your job easier by helping to create an ideal work-life balance. We act as a virtual support service, offering a solution that allows you to focus on supporting your clients, bringing in new business and completing each process fully within compliance. Whether you require support in the administration-heavy practices for financial advice, or you need highly experienced financial paraplanners for high-quality compliance, our knowledgeable team work with you to achieve the results you want.
Built for financial advisers, by financial advisers
Our founders have extensive experience and understanding in both St. James’s Place Partnership financial advice and independent financial advice. Thanks to that experience, and our in-depth knowledge, we can offer a bespoke service that solves the particular problems you face within the industry. Every team member is highly qualified and trained to meet exceptional compliance standards. We cover all the necessary services required to run financial advice services promptly, smoothly and effectively, from day-to-day arrangements to professional integrated paraplanning solutions, depending on your individual goals and needs.