Latest - COMMUNITY

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  What paraplanners think will happen with Brexit

  10 December 2018

  Over two thirds of paraplanners expect Brexit to have a negative impact on the UK, according to research carried out by Professional Paraplanner.  As part of our monthly Parameters survey, we asked a series of questions about Brexit and the impact paraplanners felt it would have on their roles and whether clients were expressing...

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  CII Level 4 Diploma course launched by Blackburn College University Centre

  6 December 2018

  Blackburn College University Centre is running the CII Level 4 Diploma in Regulated Financial Planning, giving North West paraplanners and technical consultants and those aspiring to become financial planners the opportunity for face-to-face taught sessions from an independent Higher Education establishment. The course will run from 8 January 2019 to 1 October 2019, taking...

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  Should paraplanners be responsible for carrying out client fact finds?

  5 December 2018

  Your Questions Answered: In a recent parameters survey the question was posed by one of your peers whether paraplanners should conduct the fact finds rather than advisers, in order to ensure all the relevant information was obtained. Here’s how you responded.     More than a quarter of paraplanners believe they should undertake fact finds...

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  TDQ: Test Your Knowledge – Answers

  29 November 2018

  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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  December Issue OUT NOW

  28 November 2018

  Paraplanner profile: This issue, in the first of a two part interview, Rob Kingsbury spoke with Chetan Ravalia, paraplanning manager, and Codie Smith, paraplanner, at Cooper Parry Wealth about how they work as ‘paraplanners’ since the firm restructured We also asked Dan Atkinson to provide insight into how his role has changed in his...

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  Outsourced paraplanner profile: Aleksandra Sasin, Navigatus

  11 November 2018

  Aleksandra Sasin, founder & chief paraplanner, Navigatus stood up at the CISI paraplanner conference earlier this year and told how paraplanning had changed her life, not once but three times. Here, Fiona Bond describes Aleksandra’s journey Like many of her fellow paraplanners, Aleksandra Sasin, founder of Navigatus, fell into paraplanning by chance, but says the...

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  Pointers: Two tips for improving your working day efficiency

  5 November 2018

  Here are two tips suggested by paraplanners to help improve productivity in a working day. 1. Email efficiency: set up rules in your email system Dealing with emails can take up a disproportionate amount of time that could be used more productively elsewhere. One way to improve email handling paraplanners suggest is to colour...

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  Great line-ups for our Bristol and Newcastle Technical Insight Seminars

  2 November 2018

  This month we are looking forward to meeting many more paraplanners at our Bristol and Newcastle Technical Insight Seminars. Bristol takes place at the Aztec Hotel and Spa on Wednesday 7 November. Newcastle is being held at The Copthorne Hotel, on 28 November. Anyone looking for a last minute space – use this link...

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