Why you can rely on our outsourced paraplanning services to support you and your clients during COVID19.
As I’m sure you are, we’re monitoring the situation with Coronavirus COVID-19 closely.
Alongside the wellbeing of my team, my priority is to take steps to minimise any potential disruption for clients.
The entire The Paraplanners team work remotely. We’re all home-based and remote working is our modus operandi. All team members have the tools and technology they need to continue to do their job, even if they are in self-isolation.
If a team member gets ill – with COVID-19 or anything else – our systems and processes mean we have complete transparency of what they’ve been working on.
If they’re unable to continue working, we’ll ensure that client support is picked up by another member of the team. To help this transition, a member of the senior team will contact the affected client to ensure we have a clear understanding of any particular issues. Our scale means we’re able to offer this hands-on approach.
We rely on a number of different systems and tools to carry out our work for clients. We’re staying in close contact with our suppliers to ensure we’re aware of any business continuity updates they make.
If you are considering the steps you need to take and remote working is one of them, you may find these tips that I shared with readers of Professional Adviser useful.