Professional Paraplanner

Latest

Pensions vitally important to the wealth of the nation

8 December 2019

The latest ONS Pensions Wealth data reveals how important it is that as a nation we embrace and address the gaps in pensions provision, says Steven Cameron, pensions director at Aegon, comments on The latest wealth figures from the ONS show just how significant private pensions whether in workplace schemes or individual arrangements are to the...
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Advice firms call for integration of protection products into CRM and cashflow

8 December 2019

Advice firms would like to see insurers integrate with their practice management and cash flow planning tools to enable them to better support their clients taking out insurance cover, the Financial Technology Research Centre (FTRC) said. According to a study published by the research consultancy, the three leading areas of friction between insurers and...
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TDQ: Self-Assessment: Timescales and Fines

8 December 2019

Self-assessment dates and fines imposed may seem like a fairly straightforward piece of knowledge but that is why they are often forgotten and exam marks are lost, says Catriona Standingford, managing director, Brand Financial training. Exams include the CII’s R03 and AF1 As the end of 2019 looms, many will be aware of the...
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Investec launches Global Environment Fund

5 December 2019

Investec has launched the Investec Global Environment Fund (OEIC) for UK retail investors to address their increasing focus on mitigating the risks of climate change. The fund is a sterling based, UK domiciled replica of the Luxembourg domiciled strategy which the asset manager launched earlier this year. It is run by portfolio managers Deirdre Cooper (pictured) and Graeme Baker with the...
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Are semiconductors the new indicator of the economic cycle?

5 December 2019

David Jane, multi asset fund manager at Premier Miton Investors, comments: Investors have been buying cyclicals in recent weeks – or at least so the headlines say. Yet traditional heavy industries have failed to rally. A traditional approach to playing a cyclical rally no longer works. The world economy is very different today than...
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Latest Development

What is ESG – and is it here to stay?

Ben Constable-Maxwell, head of Sustainable and Impact Investing at...

Featured Job

Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits

South, South East England
From £30k plus benefits

Financial Services Paraplanner – Wickham, near Fareham We are an award-winning firm and aspiring to be one of the leading financial planning firms on the south coast for long term, lifestyle financial planning. We wish to do this by creating strong, long term and personal relationships with all our clients, empowering them to make life changing decision to maximise their lifestyle pre and post retirement. We achieve this through delivering forecasting, plans and portfolio enhancements with unrivalled customer care and regular updates and reviews.

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Latest Jobs

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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Experienced Paraplanner Wanted – South Wales – Salary Dependent on Experience

South, South West England, Wales
Dependent on experience
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Latest Events

BMO launches Educational Hub and Seminars – November and December 2019 dates announced

BMO Global Asset Management has launched a new initiative – BMO Adviser Edge – an educational hub aimed at...

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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