Professional Paraplanner

Latest Development - Careers

Career choice and salary trends

20 July 2016

Richard Cowan, senior consultant at recruitment consultancy BWD, looks at the career development options for paraplanners in the current job market It goes without saying that in today’s Financial Services job market one of the most sought after individuals is a fully Diploma-qualified experienced paraplanner. In recent years, the majority of IFA, wealth management...
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Creating CV Standout

1 June 2015

As a recruiter, seeing specifics upon a CV will immediately grab my attention. One of the most effective paraplanning CVs I’ve read displayed specific RO module results of the candidate.
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Clear Objectives

31 May 2015

Teresa Crew was recently appointed by Attivo Group to oversee the recruitment and development of its paraplanning team. Here she outlines what she hopes to achieve at Attivo Group, including helping the team move through the Advanced Diploma in Financial Planning to attain Chartered status
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DEVELOPMENT CATEGORIES

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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