Adviser support group, Tenet, has launched an in-house paraplanning service, enabling members who do not have the requirement for a full time paraplanner to out-source technical research and report writing.
Members are able to utilise the service on an ad-hoc basis and vary the level of support to match their needs. With the complete paraplanning service, the adviser simply completes the relevant fact-find and forwards it to Tenet with letters of authority and any other relevant detail. Tenet then undertakes all the data gathering and research and recommends a way forward in a report, whereupon the case is passed back to the adviser to confirm he/she is satisfied to make the recommendation. For the report writing service, the adviser completes the fact find and relevant data gathering...
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