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Service

Compliance

The shared responsibility for compliance with expert support to help you develop your business in an ever changing regulatory environment.

Business Development

CAERUS Financial recognises that the needs of a Firm and/or individual are not all the same and as such a flexible business development programme will evolve that is based around the needs of its customers rather than an assumption of what it believes they need.

Business development will cover programmes such as:

Technology Support Suite

A proposition that provides technology solutions to your business needs.

Mortgages

Within the Paradigm Group is Paradigm Mortgage Services which offers a suite of benefits to businesses and advisers in the mortgage market.

Planning & Complex Advice

CAERUS Financial recognises that some businesses will need varying types of Financial Adviser support.

CAERUS Financial will not only provide clear and robust sales processes, we will provide services that meet the needs of our customers and will deliver solutions to meet those needs, from paraplanning services through to complex and corporate advice.

These propositions will evolve alongside our customers’ needs.