How can we use and enhance these skills to create a good working relationships

Identify the key tools Paraplanners need to work smart and efficiently.

Develop the skills needed to understand how to develop a client proposition.

Understand the opportunities available within paraplanning and how to develop yourself.

Develop the skills needed to make a good, complete and compliant fact find.

Develop the skills needed to write a awesome and compliant suitability reports.

Understand what a compliant case looks like and the file checking process

Organise training sessions for your team members