November 2018


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Latest Development - Paraplanner Pointers

  • Speed up your suitability report writing.

    30 July 2015

    Constructing suitability reports, when paraplanners have to open up different templates and dip in and out of them, or download a full template and delete the paragraphs that are not applicable to the individual client, can not only fill their screen with word documents, risking confusion or the wrong text being used, but also...

  • Report Writing Tips

    27 July 2015

    We’re always asked for tips on report writing. It is clear from the discussions at the paraplanner powwows just how many different ways there are to tackle report writing. We asked one in-house and one outsourced paraplanner to outline how they initiate their report writing and for any tips they had to share

  • Workflow organising software – Trello

    20 July 2015

    This feature Elsa Ordonez-Garcia, paraplanner for Vizion Wealth talks about the workflow organising software, Trello Elsa Ordonez-Garcia has been using Trello since last summer and now swears by it as an organiser for her day-to-day ‘To Do’ lists, as well as project management.

  • Task Management Systems – Kanban

    13 July 2015

    Does it feel like you’re forever spinning plates – doing a lot but getting nowhere fast? Jo Hague, paraplanner at Investment for Life, looks at Kanban, a task managing system, she says, that has revolutionised the way the firm works. The end of one tax year and the start of another highlights a time...

  • Dealing With Email Overload

    9 July 2015

    In this article we take advice from someone outside the paraplanning sphere. Internet psychologist Graham Jones suggests ways to deal with the inordinate amounts of email that pour into our inboxes on a daily basis. Various studies have shown that for most office-based people email is central to their working activities but it is...

  • Using Goal Seek in Excel

    26 June 2015

    The section where paraplanners share tips on best practice and the software and tools that they have found useful in their everyday work. This issue Richard Allum of The Paraplanners talks through how he uses Goal Seek, a function of Microsoft Excel, in calculations such as ‘what if’ scenarios. I am a big fan...

  • Templates and Pro-Forma Checklists

    15 May 2015

    Ruth Preston-Hoar talks about the simple but essential tools she has used throughout her paraplanning career – templates and pro-forma checklists.