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Wealth Management arm based nationally.
56 advisers submitting 56 cases a week (226 cases a month).
To remove backlog caused by existing paraplanners.
- To ensure targets are achieved.
- Target 90% of cases returned on time.
- Target 75% of cases to be ‘satisfied’ or ‘very satisfied’.
Remove backlog caused by existing paraplanners.
We achieved this very quickly (3 months), and then moved to helping the firm ensure a backlog did not recur, so we achieved our objective.
Target 90% of cases returned on time.
We achieved our turnaround target on 95% of cases.
We achieved the objective.
Target 75% of cases to be ‘satisfied’ or ‘very satisfied’.
We achieved an adviser satisfaction grading of 99.7% of cases as satisfied or very satisfied.
Ready to proceed?