Thank you for an incredible three and half years

Parapool is an innovative online marketplace that helps connect SJP advisers with independent paraplanners in three easy steps. Easily submit your case using their intuitive platform, receive up to 5 competitive bids per case and choose the best paraplanner for your needs based on what matters most to you.

Over the years, Verve Group has finessed their services, processes and templates to create a perfect end-to-end solution that meets the needs of any advisory firm. Using Dextera provides full case management, allowing you to see each stage of the process, who is working on what, timescales and if there's anything they're waiting on.

A financial services business, created in 2005 by Michelle Wilson-Stimson, a former financial adviser and stockbroker, eParaplan Connect's vision is to empower financial advisers to build the business and life they imagined – free from overwhelm, connected to a team that truly understands them, and confident in delivering exceptional service without sacrificing their wellbeing.

If you're a financial planner, adviser, or firm looking for high-quality, outsourced paraplanning services, please reach out to Sophie Denton for a chat about how she can support your business. With experience in investments, pensions, mortgages and equity release, she offers a range of services, including cash flow modelling, research, analysis, report writing, compliance checks and financial planning support.

Streamline your LoA process, optimise turnaround times and enhance compliance with 4admin's AI-powered LoA management system. Analysing, tracking and following up on LoAs is time-consuming. Unlock your team's potential by centralising data extraction, information requests, checklist generation, file notes and CRM updates with one click.

Intuitive's team spearhead their LOA Guide, which supports a wide range of advisory firms and outsourced paraplanning and admin businesses, providing them the latest low-down on how to contact providers for ceding scheme information, as well as if they support DocuSigned LOAs, if they accept scanned copies and more.