More time for clients.
Paraplanning and Administration support exclusively for St. James’s Place Partners.
An extension of your Practice
Built around your standards
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From one case to complete client servicing without the fixed cost
and management burden of an in-house team.
Create more time
Delegate time-consuming, compliance-led work so you can focus on advice, relationships and growth.
Scale with confidence
Increase or reduce support as demand changes, without recruitment delays or ongoing employment overheads.
Rely on specialists
Give each stage of the client journey to experienced professionals who understand St. James’s Place processes.
ONE JOINED-UP SERVICE. CLEAR OWNERSHIP. CONSISTENT CLIENT EXPERIENCE.
One team. Every stage covered.
ADMINISTRATION & PRACTICE SUPPORT
- Set up client meetings and manage diaries, timescales and deadlines.
- Prepare client paperwork, LOAs, ID verification and application forms.
- Manage prospects, Salesforce updates and review meeting workflows.
- Liaise with product providers and co-ordinate case progress.
- Support fund switches, withdrawals and top-ups.
TECHNICAL PARAPLANNING
- Complete technical calculations, illustrations and Suitability Letters.
- Generate Advice Sets and update soft facts for the CFR.
- Prepare and submit EBS applications.
- Provide technical support and guidance.
- Handle a broad variety of case types.
Choose the model that suits you best.
Straightforward options for ad-hoc work, guaranteed capacity, or a fully aligned ongoing partnership.
Business Processing
Flexible Servicing
Established advisers who want guaranteed support without a full-time commitment.
Pre-booked hourly credit.
Use administration and ad-hoc paraplanning support as requirements arise.
Full Servicing
Advisers seeking a long-term partnership and full ongoing client servicing.
FUM-based monthly fee.
Comprehensive administration and paraplanning with predictable monthly cost.
A straightforward route from handover to completion.
Clear inputs, clear ownership and pro-active communication throughout.
Share the essentials
We take ownership
Track and complete
A partnership built around dependable delivery, accessible expertise and genuine
understanding of the SJP environment.
Working with Re:Source has genuinely transformed how I run my business. Having an expert paraplanning and admin team behind me has allowed me to move faster with clients while still maintaining a very high standard of service. Their end-to-end support is second to none.
Nadia Enver Financial Planning
Delegating back office functions through Re:Source has been game-changing for my business. I have full confidence in their ability, attention to detail and experience.
I would not feel confident growing my firm without having Re:Source in my corner!
Re:Source
Let's get started.
Tell us where you need capacity.
We will help you choose the right level of support.
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