New fixed fee adviser support service offering launches

Paraplanning and administration packages available for advice firms

Isabel Baxter
clock • 1 min read

Outsourced paraplanning firm eParaplan Connect has launched ‘Wealth Connect’, a support service for advice firms.

The new service offers a range of paraplanning and administration packages with the aim to solve individual firm's needs and free up advisers to focus on financial planning. There are three packages: Orange, Aqua and Aqua +. Orange is the basic plan designed to ensure advice firms are meeting minimum regulatory needs, and Aqua then ensures advisers meet Consumer Duty requirements, including a ‘Vulnerability Flowchart Assessment' and ‘Client Impact Assessment'. Aqua+ includes full service paraplanning and admin and includes additional financial activities like annual Bed & ISAs and pen...

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