Professional Paraplanner

Latest

Apricity Compliance revamps support and adds 90-days free access offer

7 April 2020

Apricity Compliance has revamped its compliance support system and is offering 90-days free access to new users, to enable them to adapt to working remotely. In addition the firm has created a range of additional resources, including Suitability Report templates and Covid-19 support for existing users. Director Kim Binks (pictured) said: “Speaking to firms,...
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Defaqto protection report shows advice firms using more providers

7 April 2020

The number of protection providers used by advisers in 2019 rose from the previous year, but satisfaction levels declined year-on-year, new data from Defaqto showed. According to the financial information firm’s protection service review, advisers used an average 6.1 protection advisers in 2019, compared with 5.4 in 2018. The sector continued to be dominated...
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Income investing in trying times

7 April 2020

How can fund managers negotiate the current environment when seeking income? David Jane, fund manager, Premier Miton Investors considers strategies from a multi-asset perspective The current market downturn has created an especially challenging environment for income managers. All the major stalwarts used by income generating funds have been negatively affected, either by market movements...
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Working from home – the two week reset

6 April 2020

Enforced remote working and end-of-tax-year planning will have seen many paraplanners thrown in the deep end and doing what is necessary to ‘get things done’ over the past two weeks. With lock down potentially lasting another two months, now will be a good time to review and reset how you are working, and whether...
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6 top tips when working from home

6 April 2020

Michelle Hoskin, business consultant and managing director of Standards International, offers six tips to help paraplanners now working from home. Number 1: Protect your brain The first 8 minutes after you wake in the morning are important in preparing our brain for the rest of the day. When we first wake up our...
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Latest Development

Technical: Buying a business with help from self-invested pensions (with case study)

Paraplanners and advisers may sometimes find themselves handling an...

Featured Job

Head of Paraplanning

South
Competitive, based on experience

We are a discretionary investment management company, providing investment management services and financial planning solutions to private clients. We are a successful, privately owned, LLP, with 5 offices in the UK, a Channel Islands regulated subsidiary and one on-shore and two off-shore fund entities. We have a strong, dynamic culture where everyone feels part of a team and where they can have fun and grow in their career.

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Latest Jobs

Head of Paraplanning

South
Competitive, based on experience
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Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits

South, South East England
From £30k plus benefits
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Paraplanner – Up to £50k, subject to experience and qualifications

East of England, South East England
Up to £50k, subject to experience and qualifications
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Latest Events

COVID-19 and our Events

Given the fast-changing situation around COVID-19, we wanted to provide an update regarding the Professional Paraplanner events for 2020....

Featured Videos

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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