Professional Paraplanner

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Compliance: Research and due diligence – not the same thing

18 February 2020

Research and due diligence form part of the requirements to ensure good client outcomes, but they are separate requirements that need their own robust systems and controls, says ATEB’s Steve Bailey The FCA undertook a thematic review back in 2016 (TR16/1), which set out their findings on the research and due diligence processes carried...
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Technology quick wins – Tracking time spent in Xplan

18 February 2020

In our new series of articles highlighting quick wins when using adviser firm technology, Iress Community Manager, Sara Row, looks at tracking capabilities within Xplan and how these can help with efficiencies, profitability and charging. Many businesses want to track time. There are different reasons why a firm might track the time their people spend on...
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Zurich adds Clever MPS to platform

18 February 2020

Zurich has added Clever MPS to its intermediary platform, taking its total number of platform partnerships to 13. Through CleverMPS, advisers can offer their clients the choice of five investment portfolios according to their appetite for risk and investment objectives, with exposure to at least six asset classes. The technology behind CleverMPS analyses and...
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Dynamic Planner preps cashflow planning tool for launch

17 February 2020

Dynamic Planner is launching a cashflow forecasting tool, as it looks to develop the software system as a one-stop-shop approach to risk-based research and financial planning. Talking at DP’s annual conference, founder and CEO Ben Goss flagged the disconnect between a typical advice firm’s systems and tools. He said research by the company shows...
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76% of people have no idea of their retirement income

17 February 2020

New research has revealed that three out of four (76%) of over-55s couples do not have an approximate figure in mind when it comes to how much they will receive in retirement income. The survey, a nationwide study by Openwork amongst over 1,000 adults, also revealed 64% of over-55s couples have not sought advice...
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Latest Development

AF1 revision: Discounted Gift Trusts

Discounted Gift Trusts are useful IHT planning schemes and...

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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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

2020 Technical Insight Seminars – Registration Open

We are delighted to announce that registration for our Technical Insight Seminars 2020 is now open. For 2020 Professional...

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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