Webinar: Managing stress as a Paraplanner

28 April 2023

This year Professional Paraplanner is working with mental health specialist Patrick Melville, as part of a wellbeing programme, to look at issues such as stress, anxiety and mental health within the financial planning workplace and in particular in relation to the paraplanning role. 

In two articles to date, Patrick looked at what mental health means in the financial planning workplace and whether it is okay to be stressed.

This Webinar takes the series a step further, looking at practical take-away actions people can use to help with stress/anxiety.

Drawing on Professional Paraplanner’s recent parameters survey on mental health, in this webinar, Patrick looks at how we manage stress in a different ways, how to notice the signs of good and bad stress, in terms of behaviour, feelings, thoughts, and ways to manage stress.

Whether or not you feel stressed at work – and almost all of our survey respondents reported that they do feel stressed – there will be plenty to interest and help you in this webinar.

This series is brought to paraplanners in association with Fidelity Adviser Solutions who have a long standing commitment to supporting paraplanners in their career and personal development.

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Webinar: Managing stress as a Paraplanner

Professional Paraplanner