"Our team of paraplanners are great, but they struggle with the fluctuations in workload and need a pressure value."
The responsibility of putting clients front and centre in busy times can take its toll on you and your team; extra hours, extra pressure, always chasing your tail.
Sometimes, it can feel like all the hard work barely makes a dent in the to do list.
Since 2002, The Timebank have been selling both time and resource to large regional and national businesses just like yours.
These advisers have seen backlogs cleared and are better able to deal with spikes in workload.
The Timebank can be a flexible addition to your admin and paraplanning team. This is far more effective than employing more people who might be twiddling their thumbs in a few months’ time before the next rush begins.
Customer profile
A nationally based UK wealth management division with 56 advisers, collectively submitting around 56 cases per week—approximately 226 cases per month.
Objective
- Remove the backlog caused by existing paraplanners.
- 90% of cases returned on time.
- 75% of cases rated “satisfied” or “very satisfied.”
Customer profile
A nationally based UK wealth management division with 56 advisers, collectively submitting around 56 cases per week—approximately 226 cases per month.
Objective
- Remove the backlog caused by existing paraplanners.
- 90% of cases returned on time.
- 75% of cases rated “satisfied” or “very satisfied.”
95%
of cases returned on time
99.7%
of cases rated “satisfied” or “very satisfied.”
This sounds like me. I would like to know a bit more about The Timebank before going ahead
We would our service to our clients, so we will give you a call and listen to your needs to make sure we can help you. In the meantime, we will start off by giving you complimentary access to The Timebank Foundations Programme.
Being a guest client gives you the following benefits:
- FAQs about the service
- Due Diligence on us as a company
- Access to our PRODMatcher tool, which solves the PROD problem
- Access to our Due Diligence reports on providers and manufacturers
- News, hints, tips and opinions sent directly to your inbox
- Access to ongoing CPD video series
Which of these sound familiar?
Start working with us
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