Professional Paraplanner

Latest

Retirement journeys set to change ‘significantly’

30 September 2020

Advisers will need to be prepared to service clients on very different retirement journeys to their current client base, with the landscape set to change significantly over the next 15 years, according to Canada Life. By 2035, there is forecast to be 20.9 million people over the age of 60, but their retirement experiences...
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Royal London enters Later Life Lending market

30 September 2020

Royal London has partnered with later life mortgage adviser, Responsible Life, to enter the equity release market. The Royal London Later Life Lending service will provide customers with access to impartial and holistic advice on a range of later life mortgages. This service will be operated by Responsible Life. Crucially, the advice provided will...
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Asset management must do more to address diversity & inclusion

29 September 2020

Bev Shah, chief executive of City Hive, has called on the investment management industry to do more to address diversity and inclusion within the sector. In an open letter to chief executives, Shah said she was disappointed by the “lack of real, genuine action” by leadership to prioritise diversity and inclusion. Shah says that...
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Vulnerable client best practice high on agenda

29 September 2020

The overwhelming majority of advisers want to learn how to implement best practice when it comes to dealing with vulnerable clients, new research has shown. According to a survey by retirement specialist Just Group, 91% of advisers were interested in learning about practical ways to improve their understanding and processes, with 98% of advisers...
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Octopus Apollo VCT opens £25m fundraise

29 September 2020

Octopus Investments has launched a £25 million fundraise for its (£141m) Apollo VCT, which invests predominantly in commercialised B2B technology businesses with a growing customer base, repeating revenues and the potential for significant expansion. The latest fundraise, the company says, provides an opportunity for Apollo to capitalise on the increased technology adoption among businesses post...
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Latest Development

Lifetime Allowance UFPLS case study

The Prudential Technical team explains the differences between the...

Featured Job

Para-Sols is recruiting

All locations
Competitive Salaries Across All Roles

Following the recent Covid reboot, where we turned the world off and turned it back on again, it was apparent that more and more people (read paraplanners) were going to be working remotely and were doing so brilliantly. Para-Sols is embarking on a large growth phase. As we are now firmly ensconced in our second […]

FULL JOB SPECIFICATION

Latest Jobs

Para-Sols is recruiting

All locations
Competitive Salaries Across All Roles
FULL JOB SPECIFICATION
Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits

South, South East England
From £30k plus benefits
FULL JOB SPECIFICATION

All Jobs

Latest Events

Investment Committee Webinars: Income – how do we fix the problem?

30 September 2020

Finding income – a huge issue for those requiring a steady income stream and for investors in general...

Featured Videos

Our first double bill Technical Insight Webinar took place on Tuesday 22 September 2020 and featured Prudential and NS&I, looking at the building blocks of IHT planning and where trusts fit in and how cash is an essential part of any holistic financial plan.
In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

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In this video, Rebecca Lucas, founder and director of Lime Outsourced Paraplanning, talks about the qualities she feels are needed for anyone looking to set up an outsourced paraplanning business.

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We asked five of our presenters what they would most like paraplanners to take away from their sessions at the Technical Insight Seminars 2018. Here’s what Rory Percival had to say about his very popular session.

The Technical Insight Seminars are being hosted around the country at 11 venues. There are still places at some venues so if you’d like to join over 700 of your fellow paraplanners who have registered to attend, Email [email protected] for more info.

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Paraplanner profile December - Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law graduate, volunteering for Citizens Advice Bureau, working at Pension Wise and becoming senior paraplanner at Dart Capital.

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Professional Paraplanner Technical Insight Seminars continue this autumn starting on 6 September in Edinburgh.
Attendance is free for paraplanners.

If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case for attending – in the video below see what some of the paraplanners at the London event thought of the day.

We have three great days lined up for you at each of our events - featuring plenary sessions and workshops – and we look forward to seeing you there.

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For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.

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Alan Gow, Owner, Argonaut Paraplanning, Outsourced Paraplanning Services Provider, gives us an insight into his experience as a delegate at the Technical Insight Seminar, Bristol, 9th November 2016.

Thirty five paraplanners from across the South-West joined us at the Aztec Hotel & Spa for an educational seminar. The delegates heard speakers from The FCA, Technical Connection, Invesco Perpetual, BlackRock iShares, Fidelity, Columbia Threadneedle and Investec Structured Product on a wide range of topics.

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Ashley Maloney, Paraplanner at Vestra Wealth LLP, gives us an insight into her experience as a delegate at the Technical Insight Seminar, London, 8th June 2016.

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