Professional Paraplanner

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How paraplanners can complement traditional planning for high-net-worth clients

14 May 2021

How paraplanners can complement traditional planning for high-net-worth clients A BRAND NEW EVENT FOR PARAPLANNERS FROM OCTOPUS INVESTMENTS Choose the event you want to attend. Technical Insight Webinar SOUTH 25 May, 2021 12:30pm REGISTER HERE FOR SOUTH EVENT Technical Insight Webinar NORTH 3 June, 2021 10:30am REGISTER HERE FOR NORTH EVENT For an increasing...
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FCA high risk investment proposals highlighted

13 May 2021

ATEB Consulting’s Steve Bailey outlines FCA thinking around its consultation on promotion of high risk investments. The FCA has published a discussion paper on strengthening financial promotion rules for high-risk investments and firms approving financial promotions. Following feedback to its Call for Input (CFI) on Consumer Investments which closed in December 2020, the FCA...
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Multi-asset funds ‘hugely’ favoured for drawdown

13 May 2021

Multi-asset funds have grown in popularity among retirement clients, new research from Aegon showed. According to Aegon’s report Managing Lifetime Wealth: retirement planning in the UK, over half (56%) of advisers recommend multi asset or multi-manager funds for clients in drawdown, up 56% year-on-year. In addition, more than one in five advisers (22%) plan...
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Verve Group showcase of fresh new FinTech

13 May 2021

Verve Was Live – but with a twist… says Kim Binks, Apricity Compliance On the 27 April, The Verve Group hosted the latest instalment of their ‘We Are Live’ series. Born from their original live event #Project2030 back in June 2020, the series involved a live stream and had previously been used to launch and discuss...
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Mental illness protection claims double in year

13 May 2021

The number of people claiming income protection caused by mental illness doubled in 2020, new research from Zurich found. In Mental Health Awareness Week, the insurance giant said more than one in four (27%) claims were triggered by mental health conditions last year, compared to 13% in 2019. Around £1.7 million was paid out...
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Latest Development

Exam preparation: Investment ratios

The Brand Financial Training team explore investment ratios, which...

Featured Job

Paraplanner – Harrogate – c£35,000+, dependent on experience

Yorkshire
c£35,000+ Dependent on Experience

Novus Financial Services are looking to recruit a qualified Paraplanner to join the team or someone with sufficient experience working towards the Diploma qualification. We are looking for an individual who either wants to retain this professional position or is looking for longer-term progression to become an Adviser.

FULL JOB SPECIFICATION

Latest Jobs

Paraplanner – Harrogate – c£35,000+, dependent on experience

Yorkshire
c£35,000+ Dependent on Experience
FULL JOB SPECIFICATION
Paraplanner – Leeds/High Wycombe – Up to £40,000

All locations
Up to £40,000
FULL JOB SPECIFICATION
Paraplanner – Up to £50k, subject to experience and qualifications

East of England, London (Central), South East England
Up to £50k, subject to experience and qualifications
FULL JOB SPECIFICATION

All Jobs

Latest Events

How paraplanners can complement traditional planning for high-net-worth clients

How paraplanners can complement traditional planning for high-net-worth clients A BRAND NEW EVENT FOR PARAPLANNERS FROM OCTOPUS INVESTMENTS Choose...

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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