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Latest - COMMUNITY

  • What prospects for outsourced paraplanning over the next few years?

    2 July 2019

    We asked Scott Daniels, director of the PLUS Group, for his views on the outsourced paraplanning market going forward. There is no doubt that the market is much more saturated with outsourced and self-employed paraplanners than it was when we set up PLUS Group in 2013. That said, I think there’s still huge opportunity...

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  • OUR JULY/AUGUST ISSUE IS LIVE

    27 June 2019

    Welcome to the AWARDS 2019 issue of Professional Paraplanner 15-pages of Awards coverage, including interviews with the winners of the six Paraplanner Awards and selected winners of the Provider awards. CLICK HERE TO GO TO THE MAGAZINE For our Paraplanner Profile, Rob Kingsbury talked to New Paraplanner of the Year 2019award winner Alana Quinn, who...

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  • New host for 2019 National Paraplanners Powwow

    25 June 2019

    The Powwow 2019 is welcoming a new host for its seventh annual event, as well as the return of a well-known industry figure. Rebecca Tuck, technical and quality manager at Magenta Financial Planning and CISI 2018 Paraplanner of the Year, will be taking over from last year’s host Caroline Stuart of DB Wood. And Mark...

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  • FE to run workshop on Analytics at Cardiff Technical Insight Seminar – Final places remain

    25 June 2019

    We are pleased to announce that the multi Professional Paraplanner award winners FE will be running a workshop at the Cardiff Technical Insight Seminar at the Vale Resort tomorrow.  They will be joining the likes of Rory Percival, FundsNetwork, Dentons Pensions and CashCalc at what will be an extremely useful event for paraplanners. As...

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  • 10 top tips for putting across your idea for change

    20 June 2019

    How can we effectively share ideas for change within our firms and ensure that our point is correctly heard? And how can we do that without overstepping the mark or upsetting colleagues? At the CISI Paraplanner conference, professional workplace coach and behavioural change consultant Cathy Stewart of Cathy Stewart Associates, provided 10 top tips...

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  • CISI head of financial planning calls on Paraplanners to ‘get involved’

    19 June 2019

    Jackie Lockie, head of Financial Planning at the CISI, called on paraplanners to “get involved” with the professional body and to help spread the word about financial planning, particularly during Financial Planning Week 7- 11 October and World Financial Planning Day on 3 October. She also urged paraplanners to enter the CISI Paraplanner of...

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  • Untapped demand for financial advice

    14 June 2019

    A large percentage of consumers want financial advice but have no idea how to access, a nationwide study by Openwork has shown. The findings revealed 43% of people were unsure where to go to receive advice, with women more affected than men. Sixty two percent of women surveyed expressed uncertainty, compared to 38% of...

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  • Winners of our Paraplanner Awards 2019

    14 June 2019

    We are delighted to announce the winners of the Professional Paraplanner Paraplanner Awards 2019. The awards were announced immediately after this year’s record attended London Technical Insight Seminar, to an audience of paraplanners and financial services companies gathered to hear who had won this year’s accolades. Our thanks to this year’s sponsor – Parmenion This year...

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