Our Paraplanner Profile and cover star this issue is Hannah Smith, who at the time of interview was a paraplanner at Holden & Partners but was on the cusp of leaving to join Saunderson House. We talked to her about her experiences of different firms, just how differently one firm can work compared to another and, among other things, how she feels paraplanners should be getting the word out about paraplanning and attracting new people into the profession.
In this month’s issue – Paraplanner Profile: Martin Vaughan. Martin is well known for his work on the IFP’s Certificate in Paraplanning and starting outsourced business Paragon Paraplanning. We talk to him about his career, the profession and get his tips on launching an outsourced paraplanning firm.
How to be your own Boss: Continuing the entrepreneurial theme, we provide a further report from the Outsourced Paraplanning Workshop, presented by The Paraplanners, looking at issues such as setting up a business and what to charge.
Paraplanner Pointers: For anyone who calculates ‘what if’ scenarios in Microsoft Excel, this issue’s pointers has a great tip for you.
In this issue’s profile Mandy Kemp, director of paraplanning at Tilney Bestinvest, talks about the challenges presented by managing a team of 20 paraplanners dotted around the country and how she looks to instill best practice in the team.
Cathi Harrison, recently elected board member of the Personal Finance Society, writes for us on what the trade body is looking to deliver for paraplanners over the next year and how the recently formed Paraplanner Practitioner panel fits in.
While Sam Rees-Adams from the IFP writes on how to deal with conflicts of opinion with your adviser/planner.
What you’ll find inside this edition – This issue features the Professional Paraplanner annual Paraplanner Survey. We highlight some of the key areas from this in-depth survey, conducted by Research in Finance, including salary levels, qualifications, how paraplanners spend their working day and platforms due diligence.
For our Paraplanner Profile we go to Northern Ireland to talk to Sean Donald, paraplanner with The TimeBank, who has been working in a paraplanner-type role since 1994.
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