May 2018


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  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...

  • NMBA financial adviser apprenticeship open to paraplanners

    19 February 2018

    New Model Business Academy (NMBA), the initiative of SimplyBiz Group, has  been approved by the Skills Funding Agency to offer an apprenticeship scheme and work with financial advice firms to train up staff, such as administrators and paraplanners, to become advisers. Tom Hegarty, managing director of NMBA, said the advice sector had been losing...

  • What could 2018 bring for paraplanners?

    7 February 2018

    The introduction of a benchmark for the paraplanning role and one set of qualifications would help, says Jamie Evans, Business Development Manager, Seven Investment Management 2017 was a year that Seven Investment Management (7IM) will use as a benchmark for our future plans in support of paraplanners. We attended the September Powwow, our fifth...

  • Paperwork… tell me honestly, do we actually need it all?

    6 February 2018

    Richard Philbin, chief investment officer, Wellian Investment Solutions, says he understands the need for compliance and appreciates the role of his compliance officer but he bemoans the mountain of paperwork under which the financial services industry suffers.  My daily commute consists of a short walk to the local train station, a 25 minute train...

  • 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...