March 2019


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  • TDQ: Test Your Knowledge – Questions

    30 January 2019

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

  • CISI mentoring programme backed by Schroders

    28 January 2019

    The Chartered Institute for Securities & Investment (CISI) recently launched Financial Planning Mentoring scheme has been backed by global investment manager Schroders, which has pledged its support for a new helpline for scheme mentees and mentors.   The helpline is designed to answer a range of questions from participants covering investment dealing, platforms, business consolidation...

  • Sesame Bankhall launches apprenticeship scheme

    28 January 2019

    Sesame Bankhall Group (SBG) has launched a new apprenticeship programme to help its advisory firms boost their staff development and recruitment. SBG has teamed up with training specialist Simply Academy to offer apprentices a study programme across a variety of roles including advisers, paraplanners, mortgage advisers and administrators. The programme will enable those who...

  • Suitability reports – top 6 fonts used by paraplanners

    23 January 2019

    When writing suitability reports, presenting information in a clear and accessible format, making it as easy as possible for the client to understand the recommendations and supporting information, is essential. As highlighted in our report on Rebecca Tuck’s views on suitability reports last week, there are various ways to achieve this, including clear layout, concise...

  • Dan Atkinson – 3 top tips for paraplanners in 2019

    21 January 2019

    Dan Atkinson, chartered financial planner and head of technical at EQ Investors, gives his top three tips for paraplanners in 2019. 1. Don’t forget the big picture, but don’t forget the detail either Atkinson says paraplanners often get stuck into the “nitty gritty” of their job, but this can often make it easy to...

  • CISI survey shows mental health conversations an issue for financial services

    16 January 2019

    Less than half of employees working in financial services would feel comfortable opening up to their manager about mental health, new data from the Chartered Institute for Securities & Investment has shown.  In a survey of 3,686 respondents, 23% said they were “unsure” how confident they would be talking to their manager at work...

  • Positivity in advice market predicting increased business levels and recruitment

    2 January 2019

    Advisers are feeling positive for the year ahead, anticipating increased business levels and greater recruitment, a new survey has shown.  A survey of 200 users of Intelliflo’s Intelligent Office software found that advisers view taking on new clients via recommendations as the biggest opportunity for the year ahead, with staff growth coming in second...

  • Are you listening to reply?

    31 December 2018

    Often we are prepared for what we think is needed rather than listening to what is actually needed. Jacqueline Lockie, head of Financial Planning at the CISI explains Recently I read this, “Are you listening to reply or listening to understand?” It got me thinking. A week later I did some training to improve...