Parapool - The Paraplanning Platform

🍪 Registered on Parapool? Look out for a sweet treat in the post next week 🤤 ⏳ The time is ticking towards tax year end - egg timer biscuits, get it?? 😄 Take some of the stress away in the lead up to tax year end by outsourcing those extra cases to Parapool - The Paraplanning Platform for cost effective, swift and compliant support! #sjp #brightenough #tye #taxyearend

Industry disruptor or just common sense 🤔 So many businesses stick to the way things have always been done - not because it’s the best way, but because it’s comfortable. The result? Stagnation, inefficiency, and the acceptance of sub-par methods as the norm. At Parapool, we’ve turned the traditional large scale paraplanning model on it's head. ❌ No more set fee structures. No more turnaround times dictated by someone else's workflow. ✅ Fluid pricing tailored to your needs. Deadlines set by YOU. We’re not here to disrupt for the sake of disruption. We’re here to create a model that actually works for financial professionals. Because when something clearly makes more sense, is it really disruption... or just overdue change? #sjp #paraplanning #newbusiness #support

🥂 We've officially hit 1200 users 🎉 But the question is.....are you one of them? Drop in a direct message or contact Rebecca Livesey today to learn more about the concept, the upcoming developments and why Advisers across St. James’s Place are racing to get onto our platform 👏 #sjp #paraplanning #support #scaling

The Secret to Scaling Your Advice Business Without Burnout 🔥 Advisers juggle strategy, compliance, and admin—leaving less and less time for clients. Quality paraplanning helps to change that! ✅ More Time for Clients – Focus on relationships, not paperwork. ✅ Better QOD & Accuracy – Reduce risks with expert support. ✅ Higher Productivity – Get more done without working longer. ✅ Scalability Without Overhead – Grow without hiring full-time staff. At Parapool, we connect advisers with independent, SJP based, expert paraplanners - on demand, when you need them. ⏰ Ready to free up your time? Let’s chat! #Paraplanning #FinancialAdvisers #BusinessGrowth #Parapool #SJP

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AI 🤖 what are your thoughts on using this in your business? An interesting read from one of our Directors Rebecca Livesey below 👇🏼

Parapool curious 🤔 Unsure if it's the fit for you 😵 Check out a recently received review below, we're positive it will make the decision for you 🤩 'I’m in my 2nd full year now as a single partner practice and for the first I did all paraplanning / administration myself. Whilst the main reason for this was to become more proficient both technically and with SJP systems, another in hindsight was because I didn’t have a clue where to start when it came to engaging with paraplanners.   It felt quite overwhelming knowing where to start in terms of identifying paraplanners, engaging with them to understand how the work, costs etc etc and with no reference point, it would have been hard for me to truly understand whether it was good value or not.   This is where I see the value with Parapool in that you bring the paraplanners to me instead and I can make a considered choice each time based on costs, the rating of the paraplanner etc etc. It also suits much better with my business style where I can engage with who I want when I want, instead of always trying to (potentially) compete for resource if using the same paraplanner each time.   The service is intuitive and very easy to post cases and be kept informed along the whole process.' Follow the link below to register to feel the same relief and support 👇 www.parapool.co.uk

Last tour of the season for the big old box and it’s been a great one 🤩 Huge thanks to the London Lombard Street location for having us and Abigail Luffman for helping book us in. Great to catch up with two of the Parapool - The Paraplanning Platform OGs Joe Willcox DipPFS and Hamish Gibberd, CFA 🍻 Now time to recoup over the weekend ready to hit the ground running again Monday. Peace out LinkedIn ✌🏼 #sjp #locationmeeting #businessgrowth

Last tour of the season for the big old box and it’s been a great one 🤩 Huge thanks to the London Lombard Street location for having us and Abigail Luffman for helping book us in. Great to catch up with two of the Parapool - The Paraplanning Platform OGs Joe Willcox DipPFS and Hamish Gibberd, CFA 🍻 Now time to recoup over the weekend ready to hit the ground running again Monday. Peace out LinkedIn ✌🏼 #sjp #locationmeeting #businessgrowth

The weather bringing great content today at Oulton Hall Hotel Golf Club - Leeds for the St. James’s Place Leeds Location Meeting ❄️ And of course another picture of my mug infront of our oversized Parapool - The Paraplanning Platform stand. If you’re in Leeds come say hi and I’ll be happy to give a run through of the site and it’s features 🧐 #sjp #januarykickstart #bitchilly