Professional Paraplanner

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Investment Committee Webinar: Dissecting income for 2020 and beyond

2 July 2020

Professional Paraplanner invites you to join our next Investment Committee webinar, presented by Fidelity International, looking at the important topic of income, including practical tips in respect of the outlook for dividends. Date and time: Tuesday Jul 14, 2020 10:30 AM REGISTER HERE Webinar topic: Given the nature of the shock of COVID-19 to the...
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Liontrust multi-manager buy continues M&A strategy

2 July 2020

Liontrust Asset Management has acquired UK investment business Architas in a deal worth £75 million, as it seeks to expand its offering to advisers. The deal, which includes the acquisition of Architas Multi-Manager and Architas Advisory Services from parent company Axa, will bring £5.6 billion assets under management and advice to Liontrust. Liontrust’s total...
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UK Structured Products Association 20-minute webinars on Portfolio Optimiser tool

2 July 2020

The UK Structured Products Association (UKSPA) is running three free-to-attend, live webinars for investment professionals keen to learn more about its recently launched Portfolio Optimiser tool. Launched in March 2020, Portfolio Optimiser enables investment professionals to see how structured products could work within a wider investment portfolio. The tool is backed by robust data...
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Professional Paraplanner webinars watch on demand & 2020 CPD

2 July 2020

Our webinar series are now firmly underway. This includes webinars for our Investment Committee and Technical Insight Seminars. While our Technical Insight and Investment Committee Seminars are on hold until larger gatherings are possible, our series of webinars are well under way. Paraplanners receiving our daily email alerts will have seen the notifications of...
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TDQ: TEST YOUR KNOWLEDGE – ANSWERS

2 July 2020

As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...
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Latest Development

The Scheme Pension trap

Can scheme pension continue to have a place in...

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
FULL JOB SPECIFICATION

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Latest Events

Investment Committee Webinar: Dissecting income for 2020 and beyond

14 July 2020

Professional Paraplanner invites you to join our next Investment Committee webinar, presented by Fidelity International, looking at the important...

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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