Quantum Paraplanning & Support
We are a dynamic privately owned, independent company, committed to supporting the financial planning profession. Essentially, we exist to help Financial Planners create efficiencies in their day. Our services include pre-SOA services through to the production of high-quality, compliant Statements of Advice (SOAs) and implementation. Quantum also has a CSO offering to assist with day-to-day tasks of running a business. We have been operating for over 14 years and have an outstanding group of experienced and new Paraplanners committed to extraordinary service. We work across all licensees and in multiple software programs, which enables us to attract people with diverse skills, experience, and technical knowledge.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
11 to 50 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- BH
Beatrice Höglund
Paraplanner · Finance & Accounting
EmailPhone - JD
Jade Darmody
Senior Paraplanner · Finance & Accounting
EmailPhone - CC
Chris Cleaver
Director · General Business & Management
EmailPhone - JM
Jessica Malone
Director and Compliance Manager · General Business & Management
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Quantum Paraplanning & Support
5 distinct titles indexed · top 5 shown.
- 2paraplanner and office manager
- 1director
- 1director and compliance manager
- 1paraplanner
- 1senior paraplanner
Sign up to unlock all 6 contacts at Quantum Paraplanning & Support
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