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Practice Support & Paraplanning

Over 8 years of experience working for and with

St. James's Place, I support Partners with Practice Management, Servicing Support and Paraplanning.

Ongoing Advice

  • Review pack preparation.

  • Confidential Financial Review updating.

  • Advice set creation and meeting updates.

  • Review Letter writing inc changes/ fund changes.

  • Drawdown Review completion.

  • Closing down of advice cycles.

Paraplanning

  • New Business Suitability Reports

  • Replacement Business Suitability Reports

  • Critical Yield Calculations 

  • Income Sustainability Calculations

  • Mortgage and Protection Sourcing 

  • Business Submission Support

Servicing Transactions

  • LOA sending and chasing.

  • Fund Switches.

  • Withdrawal Processing.

  • Illustration creation. 

  • Capital Gains Reports.​

  • Bond Withdrawal Calculations.

  • Administration handling.

  • Complaint handling.

Practice Management

  • Salesforce report building and client servicing dashboard management. 

  • Prospect management & CFR completion.

  • Complaint Handling.

  • Employee training and point of contact for support needs. 

  • Case Tracking and actioning outstanding requirements 

Office Setup

"​Kirsten supported one of my SJP Senior Practice clients as a EA/Practice Manager for 18 months. During her time with them Kirsten was utterly flawless, she was always one step ahead. She quickly formed a rapport with both clients and the rest of the team. Kirsten is the fount of all SJP knowledge and a real asset to any SJP practice."

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