March 2018


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  • Paraplanner Pointers: Client meetings

    30 January 2018

    This Paraplanner Pointers reports on a discussion amongst paraplanners regarding their involvement in client meetings and what impact it has on the way they work. One of the ongoing debates in financial planning firms is whether paraplanners should be part of client meetings. While some firms see paraplanner involvement as essential to delivering a...

  • February Issue – OUT NOW

    25 January 2018

    Our first issue of 2018 provides a wide range of topics for you. Click here to view the issue Paraplanner Profile We have an extended Paraplanner Profile this issue. Elsa Ordonez Garcia, paraplanner with Mazars, tells Rob Kingsbury why she believes paraplanners have the power and ability to shape and develop the paraplanning profession....

  • Getting the best from the adviser/paraplanner relationship

    25 January 2018

    In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship. First, it should not be a ‘them and us’ situation, she says. You can read interviews with Elsa as well as with the Mazars paraplanning team, and how they work together, in the February...

  • Test your Knowledge – exam support

    25 January 2018

    In our new series, Professional Paraplanner TDQ (Training, Development and Qualifications), we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. We will be providing you with valuable advice and guidance materials to help you achieve your...

  • Standard Life’s 1825 acquires London Chartered firm

    3 January 2018

    1825, Standard Life’s wholly-owned financial planning business, has entered into an agreement to acquire Cumberland Place Financial Management Ltd. Cumberland Place is a Chartered Financial Planning firm with assets under advice of around £400m, specialising in all aspects of advice as well as offering a discretionary investment management service. The firm’s 21 employees, including...

  • What do paraplanners want for Christmas?

    19 December 2017

    In the spirit of the season, in our last parameters survey of the year and for a bit of fun, we asked paraplanners if there was one wish they could have for Christmas what it would be. Here are the top 5 things paraplanners said they would like (go to the end of the...

  • LEBC launches a Graduate Academy

    14 December 2017

    National IFA, pensions and employee benefits consultancy, LEBC Group (LEBC) has launched a dedicated academy for graduate recruitment to provide individuals with a clear career path within financial services.  After being given induction training to the structure and ethos of LEBC, candidates to the ‘LEBC Academy’ will begin ongoing professional development comprising both technical...

  • Michelle Hoskin answers questions about the Paraplanning Standard

    13 December 2017

    The Paraplanning Standard being launched by Standards International has polarised opinion in the paraplanning community, from enthusiastic support to severe skepticism. Professional Paraplanner editor Rob Kingsbury spoke with Michelle Hoskin, asking questions derived from conversations with paraplanners and online forums, to give readers greater insight into Hoskin’s vision for the Standard, what it offers,...