Parapool - The Paraplanning Platform

Want to hear what the hype is all about? Link to listen below 👇🏼

We’re unbelievably excited to share that one of our Directors Rebecca Livesey is on the latest episode of Financial Planner Life 🎤 Sam Oakes left no stone unturned in his quest to dig into the detail around the platform, what it does for it’s users and what plans we have for the future. Curious? 🧐 Link to listen below: https://lnkd.in/eu6rw9v8

🤯 Help is Here 🏆 We know LOAs and ceding chasing can become all consuming, but we're here to help! Did you know when you submit a case to #parapool you can request ceding chasing as part of your post and Paraplanners will account for this in their quotes handle all that paperwork and hassle for you 💻 Just another reason to try the range of services offered via our platform 👇 www.parapool.co.uk #sjp #paraplanning #cedingchasing #loa

The last location meeting of the month and what a brilliant one it was, thanks to the whole Liverpool location for making us feel so welcome 🤩 Hopefully the last traffic jam for a while too 🚗 Watch to the end for the house in the middle of the motorway….if you know, you know 😉 #sjp #ontheroad #parapool #paraplanning

✨The Yorkshire Children of Courage Awards ✨ Last night we swapped the laptops and coffee for glitzy dresses and fizz to celebrate and support some incredibly inspiring children from across our home region. A truly humbling event showcasing the very best of human kind and demonstrating what a difference determination and a deep level of care can make in this world. Congratulations Ewan Dowes DipPFS and team for pulling together another exceptional evening on behalf of the St. James’s Place Charitable Foundation 🍾 Thank you to our guests Samantha Addy and Claire Daniels for joining us and representing the amazing Female Advisory Board 💁🏻♀️ Same time next year?? #YCCA2024 #sjp #charitablefoundation #hossorgloss

🤩 Behind the Scenes 🤩 Today we had the pleasure of attending the Manchester location meeting 🐝 a brilliant day meeting new people as well as catching up with a few old faces. We’d like to say a huge thank you to Tim Willis, Kevin Mountaine and their team for having us. Roll on Liverpool location next week for the final leg of our October tour 🤘🏼

💭 How are you handling client queries about potential changes to tax-free cash allowances in the upcoming budget? 💭 With the budget just two weeks away ⏰ many clients are anxious about possible restrictions or radical changes to their TFC limit. As a result, we're seeing a surge in applications to withdraw TFC "before it's too late". This fear is driving some clients to make hasty decisions—but is it the best approach? How else is the upcoming budget influencing your clients' behavior? Are you seeing changes in their investment strategies, retirement plans, or other financial decisions? Pop your thoughts in the comments👇 #TaxFreeCash #Budget2024 #FinancialAdvice #ClientQueries #SJP

🤔 What exactly is Parapool? 👇 #parapool is a paraplanning marketplace with over 140 independent paraplanners ready to support St. James's Place Partners and Advisers. Here's how it works: 💼 Post the cases you need paraplanning support for. 🕖 You set the turnaround time required - you'll only receive bids from Paraplanners that can meet your deadline. ☎ Want the hassle of ceding chasing taken off your hands? No problem, simply request this in your case post. ⚡ Within 24 hours, receive up to 5 bids from expert paraplanners. 📝 To help decide which Paraplanner to use, you can view a full profile for each bid received that includes: Qualifications 🎓 Star rating (as given by other Advisers) ⭐ Reviews from other Advisers 💬 Quality of Documentation(QOD) 🏆 How long they’ve been with SJP ⏳ Best of all.....it's FREE to use! Whether you're looking for full time support, help during busy periods or a complementary service to your in-house Paraplanning team,#parapool is always on hand. Register today to discover the benefits. www.parapool.co.uk #Paraplanning #Openmarketplace #Efficiency #Support #SJP

Another week of St. James’s Place location meetings wrapped up for the Newcastle and Leeds locations 🙌🏼 Huge thanks to Anna Holderness for your help and organisation. Next stop Manchester and Liverpool, if you’re headed to either event come say ‘hi’, have a game of pitch and put 🏌️and learn more about the Parapool proposition. #sjp #paraplanning #ontheroadagain

We’d like to say a huge thank you to Nigel Harwood and the Solent team for a warm welcome to their October Location Meeting 🙌🏼 It was a pleasure to meet so many new faces and spread the #parapool message. Leeds and Newcastle you’re up next….make sure to come and say hi, play a ‘round of golf’ and bag yourself some freebies ⛳️🏌️♀️ In the meantime hit www.parapool.co.uk for all your paraplanning needs ✨ #sjp #paraplanningsupport #scaling