Comprehensive & Tailored Outsourced Paraplanning & Financial Administration Services

Exclusively for St. James’s Place Partners

Your Own Executive Assistant

Are you drowning in paperwork? Struggling to find the time to keep in regular contact with your clients? Let our Administration team take care of this, and much more, for you. With your own Executive Assistant we can streamline your back office and provide efficient and effective support to your business.

Your Own Technical Paraplanner

Paraplanning is an essential function and the demands of this role is ever increasing. We have some of the best paraplanners in the business who will ensure your recommendation is relayed clearly and concisely to your clients whilst following all compliance requirements. Our team offer ongoing technical support and guidance so you can make full use of their vast experience and knowledge.

LOA & Information Gathering Service

This service is a fixed-fee standalone service which has been specifically designed to seamlessly and efficiently process Letters of Authority, and the subsequent ceding scheme responses, to ensure a complete and compliant file in readiness for replacement case writing. You will be provided with a complete and organised file of both the information received, and a summary sheet addressing all of the points Business Assurance require before a transfer can proceed. This file can then be passed to your Paraplanner to run a CYC and subsequently write the case. If you already have a back-office support team in place, our standalone LOA & Information Gathering Service allows you to pay a known cost, specifically for the service you require, without any additional commitments or contracts.

Working with Re:Source

Flexible packages offer bespoke solutions so you can
benefit from our services as and when needed.

Re:Source has been designed and built with the aim of providing comprehensive and tailored outsourced Paraplanning and Financial Administration services exclusively for St. James’s Place Partners. Our experienced team is focused on delivering a complete, flexible, and cost-effective service which compliments the quality of the face to face advice you are already providing to your clients.

Re:Source has been built upon the clear understanding that Paraplanning is much more than just writing compliant reports – it is about providing a total support service that ensures your whole financial planning offering consistently reflects the quality of your advice. We therefore aim to deliver a service specifically tailored to your business plan, your target client market and your individual offering.

As a 360 solution, Re:Source can provide all your Paraplanning and Administration services via a dedicated support team, but only when you need them. Our flexible packages and bespoke plans enables you to only pay for what you need, when you need it. This ensures you are not tied-in to any fixed term contracts and we can match the ebbs and flows of your business demands. All without the need to employ and maintain an in-house team.

Benefits

One of the biggest costs to any business is employing staff, however this is often underestimated. Not to mention the time and resources required to manage employees. Outsourcing absolves you of this responsibility and we firmly believe that we can make you significant cost savings.

Outsourcing improves business agility, making it easy to scale the level of service up or down according to your business needs at that time.

We understand that your time is valuable, and your business grows most effectively when you have the time to focus on building existing client relationships or establishing new ones. By alleviating your workload you will have more time to focus on your core business goals.

Having worked with St. James’s Place Partners and IFAs for many years, we understand the crunch points where delays are often encountered, and mistakes sometimes made. We’ve therefore used our experience and knowhow to develop tried and tested processes to improve efficiencies and accuracy.

Outsourcing will ensure that every aspect of your clients journey is dealt with by an experienced professional who specializes in that particular cog in the wheel, thus ensuring the clients experience is seamless from start to finish. Our team stay on top of new legislation and best practices, so you don’t have to (or pay for someone else to!)

Sick of chasing team members for updates? Here at Re:Source you will be invited to join our live Case tracking system which ensures you are always kept up-to-date. At any point you will be able to see where any particular Case/Task is in the process and who is responsible for ensuring its completion.

Services

Your own Executive Assistant

Your own Technical Paraplanner

Meet the Founders

Our extensive knowledge & dedication has lead us to Re:Source
Rachael Molineux

Director

Albeit unexpectedly, Rachael has become an expert in all things St. James’s Place. Having run a successful Partner Support Service (PSS) for many years, she has helped develop advisers through from associates fresh out of the Academy, to established partners with a fully formed Practice. Over the years she has curated a directory of invaluable knowledge and contacts that ensures in the rare instance she does not know the answer, she knows the exact person who will. After spending these years fine tuning and perfecting the processes required to meet St. James’s Place exacting standards, she decided to scale-up and work alongside Rachael Wild to distribute this unique service offering on a wider scale.

Rachael Wild BSc (Hons) DipPFS CertMA

Director

Following an introduction to financial services with Halifax, Rachael was trained at one of the UK’s leading Wealth Management firms and enjoyed a successful career both as an Independent Financial Adviser and Certified International Professional Paraplanner. This broad spectrum of experience has given her a unique perspective and understanding of what advisers need from their support team to deliver consistent, exceptional service to their clients. Armed with this experience and knowhow, she joined forces with Rachael Molineux to create a business that can truly support advisers in every aspect of their roles and become a worthy extension of their Practice.

Contact

If you would like to find out more about how Re:Source can help support you and your business contact:
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