An executive service with a wealth of industry knowledge, expertise and experience surrounding regulatory compliance requirements for St. James’s Place Partners.
Our Services
​PA and Administration Support
Full end-to-end Paraplanning Support
BA Guidance in all areas of planning
About Us
Elite Financial Services Support Ltd offer invaluable support to advisers by conducting research, performing analysis, preparing reports, ensuring compliance, and facilitating effective client servicing. This collaborative approach allows financial advisers to deliver high-quality, tailored advice and solutions to their clients while relying on the expertise of their Elite team.
Our Costs
Admin Support from £35 per hour + VAT
Paraplanning Support from £70 per hour + VAT
Case by case pricing on request
Ad-hoc and priority service available
Let's Grow Your Business Together
Outsourcing can greatly benefit financial advisers by increasing efficiency, reducing costs, and accessing specialised expertise. By delegating tasks like administrative work, compliance, research, analysis, and preparation of financial reports to external professionals you can focus more on building client relationships and providing personalised financial advice.