NK Consultants partner with businesses to provide an effective, economic solution specific to their client's individual requirements.
Dealergroups
Dealergroups require professional, organised, low risk overflow support and an outsourced paraplanning offering that they are able to pass onto their planners and practices in a unified manner. Outsourced paraplanning is generally used to complement their existing support team on a regular basis.
NK Consultants’ extensive experience of partnering with large National Dealergroups has enabled us to refine a sophisticated service delivery to ensure that aligning to our clients business needs is efficient and effective. View This Case Study
Small to medium sized businesses
These businesses are generally licensed by a Dealergroup or manage their own independent licenses. They are often run by professionals who are specialists in the financial planning industry and are managing a book of clients as well as the management of the business with an internal support team. View This Case Study
One-man band
NK Consultants work closely with planners who are building a book of clients who do not have internal support available. Perhaps, they have hit capacity and no longer have the time to manage their clients as well as preparing advices but are not ready to commit to employees.
NK Consultants will design a service offering freeing a planner’s time from the administration and document creation so that they can focus on managing new and existing clients relationships. View This Case Study
How it Works?
Get in contact with us and see how we can transform your business.
We’ll have the job processed within 5 business working days.
Connect to our business portal and upload all relevant documentation. Request Form