Access Financial Services (Access FS) has launched a paraplanning service which it said is focused on helping support advisers realise exceptional outcomes for clients.
The protection and mortgage firm said the service would offer advisers "expert aid in researching, analysing, and creating the best financial offers for their clients". It said this meant advisers could concentrate on delivering high quality advice while its paraplanners handled the administrative and analytical tasks which underpin advice. Access FS chief executive Karl Wilkinson said: "We regularly ask our advisers to identify the main challenges hindering their ability to write more business, and then explore ways to provide support. "We noted that at times senior advisers were ...
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