The importance of an adviser to spend more time client facing is essential for any business.
We aim to help maximise this by providing the back up and support required.
Our Goal is to offer a bespoke support service to Financial Advisers within the constantly changing financial services sector. Financial Advisers, especially small businesses, can find recruiting the right paraplanner difficult, expensive and time consuming.
Outsourcing can be the preferred solution to many developing businesses that then have the advantage of paying for what they require rather than bearing the ongoing costs of a full time employee.
Our costs and charges can be a driving force for advisers to demonstrate to their client the professionalism and skills required to offer suitable advice. This then can help justify the fees charged to the client. We aim to make a positive impact on the business of everyone who uses our services. We tailor our services to suit the needs of each individual client.
Heidi Witham began her career in financial services in 2001 when she was employed by Royal London Mutual Insurance Society as a member of a sales support team within a local branch before becoming a Sales Consultant for the same company with a proven high sales track record.
Heidi then specialised in sales support roles for medium sized Independent Financial Advisers including a one to one support service to a Financial Adviser within a national accountancy firm.
In 2006 Heidi became a paraplanner for a leading regional Independent Financial Adviser who were placed in the top 5 Independent Financial Advisers in London and the South east in 2007 by Citywire’s New Model Adviser magazine.
In 2008 Heidi established ABSOLUTE PARAPLANNING after discovering a gap in the market for freelance paraplanning.
Heidi has the Certificate in Financial Planning and holds the Diploma in Financial Planning.
She attends many industry seminars held by both financial publications and product providers and regularly presents at IFA and investment house seminars.
In 2009 Heidi was involved in the the Financial Services Skills Council development of National Occupational Standards (NOS) for Paraplanning.
Sam began her career in financial services when she worked for National Mutual and then GE Life dealing with customer enquiries and producing valuations and projections. She has achieved Financial Planning Certificate 1. In between running around after her young family she is working towards the Certificate in Financial Planning and an open university degree in Sociology.
Sam joined Absolute Paraplanning in 2011 as a part-time Financial Services Administrator and is responsible for information gathering from product providers, producing portfolio valuations, assisting with product research and general office administration.