Launched in 2024, the Professional Paraplanner Investment Paraplanner of the Year award, in association with Schroders, is designed to recognise the immense talent among paraplanners who are researching investments for their clients.
Whether your task is to research investments for individual clients, working on your firm’s CIP or CRP and/or you sit on your firm’s Investment Committee, this Award is open to you.
This is what last year’s winner, Alasdair Wilson of The Verve Group, said about winning the award:
“It was genuinely unexpected win and lovely to get the recognition. I’ve had lots of people reach out to me since to have conversations around investments. It was definitely worth entering.”
CLICK HERE or email [email protected] for an entry form.
Alasdair receives the 2024 award from John Carter, Head of South East, Advisory Sales, Schroders
Our thanks to Scottish Widows who once again are our Headline Sponsor, recognising the importance of paraplanning and administration in financial planning/advice firms.
