Professional Paraplanner

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YOUR DECEMBER 2020 ISSUE IS LIVE

25 November 2020

INCLUDING: VCT SPECIAL REPORT. An 8-page special including a Guide to VCTs, illustrating the benefits of VCTS and how they can be used as a powerful planning tool for clients in a variety of different scenarios, a Q&A on VCTs and their importance in supporting UK smaller businesses, and we talk to paraplanners about when and...
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Will Chancellor’s Spending Review trigger pandemic payback?

24 November 2020

Chancellor Rishi Sunak is set to make a series of spending announcements (Wednesday 25 November) as he delivers his one year Spending Review amid the Covid-19 pandemic. While Sunak has already vowed not to return Britain to austerity, Aegon pension director Steven Cameron warned the Chancellor may use the opportunity to float big changes...
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Investment trust or open-ended fund in volatile markets?

24 November 2020

As market volatility continues amid the Covid-19 pandemic, investors need to think carefully about whether to opt for an investment trust or open-ended fund equivalent, according to Quilter fund expert Nick Wood. He says: “Today, many investment trusts that invest in equities have an equivalent in the open-ended world. These might be exact mirrors,...
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Scam victims reluctant to invest again

24 November 2020

Quilter has called on the Government to crack down on investment scams after its research revealed that investors who fall victim to scams are reluctant to invest again. The research found that as many as seven in ten people who have fallen victim to a scam would avoid investing again, which Quilter warned could...
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Ensuring client understanding – pension transfers and beyond

23 November 2020

How can you reasonably assume that the client understands the advice they are being given? Steve Bailey, director ATEB Consulting, points to COBS for direction and offers eight conclusions that can help advice firms achieve that client understanding Effective communication comprises three aspects. In walkie-talkie speak these would be … – Transmitting –...
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Latest Development

Pensions Death Benefits summary – post Staveley

Stephen McPhillips, technical sales director, Dentons Pension Management, considers...

Featured Job

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

Churchgates is a unique and powerful combination of Financial Planners, Investment Managers, Solicitors, Accountants and Tax Advisors under one roof. We believe that all people should be treated with respect and our culture is to maintain a friendly, professional environment where traditional values still count. We are independent Financial Planners, with a Discretionary Management Service which is managed in-house. We have a growing Financial Planning and Wealth Management department in the office, with an expanding client base and are therefore looking to recruit a Paraplanner to join our enthusiastic team.

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Latest Jobs

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
Para-Sols is recruiting

All locations
Competitive Salaries Across All Roles
FULL JOB SPECIFICATION

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Latest Events

Technical Insight Webinar: FE Analytics – Creating faster more effective client reports

8 December 2020

2020 has seen a big increase in the provision of online services to clients so effective client reporting is...

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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