March 2019
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Probate fee increases are undisguised death tax
21 March 2019
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CATEGORIES
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Suitability reports – making them more accessible for clients
At our Bristol Technical Insight Seminar, Rebecca Tuck, paraplanner with Magenta Financial Planning, presented on suitability reports, sharing some...
Dan Atkinson – 3 top tips for paraplanners in 2019
Dan Atkinson, chartered financial planner and head of technical at EQ Investors, gives his top three tips for paraplanners...
Suitability reports – top 6 fonts used by paraplanners
When writing suitability reports, presenting information in a clear and accessible format, making it as easy as possible for...
LATEST PROFILES
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Self-employed to business owner
31 January 2019
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31 January 2019
MOST VIEWED PROFILES
Nathan Fryer set up outsourced paraplanning firm Plan Works in 2014. He’s now looking to expand the operation. Nathan...
Martin Vaughan has been an influential figure in the development of paraplanning in the UK. Rob Kingsbury spoke to...
Martin Green has two paraplanning awards under his belt and says he intends to use them to help promote paraplanning...
LATEST DEVELOPMENT
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18 March 2019
DEVELOPMENT CATEGORIES
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Where inheritance tax applies to pensions
Pensions are normally exempt from IHT. This article from the Prudential technical team, explores those areas where pensions can...
Technical: Carry forward of unused annual allowance
In this article the Prudential technical team explains the history and use of carry forward of unused annual allowance...
Technical: Calculating the annual allowance
The Prudential offers a free-to-use annual allowance calculator on its website. In this article the Prudential Technical Team explain...
LATEST JOBS
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South, South East England, South West England
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London (Central)
Full or Part Time Paraplanner – Edinburgh
Scotland
Senior Paraplanner – Fareham – £36,000-£50,000 depending upon experience plus benefits
South, South East England, South West England
LATEST MAGAZINE EDITIONS
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March 2019
In March’s jam-packed issue we have 10 articles for you plus your usual favourites. Our Paraplanner Profile maps the...
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February 2019
Welcome to your February 2019 edition of Professional Paraplanner For this issue’s paraplanner profile we spoke to Peter Mason,...
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January 2019
This issue we celebrate our 50th edition of the Professional Paraplanner magazine!! Thank you to all our readers, supporters...
LATEST EVENTS
PAST EVENTS
Technical Insight Seminar – June 2015
Professional Paraplanner launched its first Technical Insight Seminar on 9 June 2015 at the Grange St Paul’s Hotel, London....
Technical Insight seminars return – Register now
They’re back! Professional Paraplanner is delighted to announce that our Technical Insight seminars return this summer, following a resounding...
FEATURED JOB
Senior Paraplanner – Fareham – £36,000-£50,000 depending upon experience plus benefits
South, South East England, South West England
£36,000-£50,000 depending upon experience plus benefits
We are an integrated, award winning financial planning and investment management company working together with private clients, trustees, solicitors, accountants and financial advisers. We now have over 80 partners and employees based in five main regional offices and have over £1.25bn under management and advice.
FULL JOB SPECIFICATION
FEATURED RECRUITERS
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An award winning firm with a reputation for excellence, Cooper Parry Wealth offer a distinctly different approach to managing our clients’ wealth. Keeping ahead of the curve is a big part of who we are. One of our core values is ‘Make It Different; to us this means always looking to find a better way, being creative.
MORE ON Cooper Parry Wealth -
In Wealth Management Big does not usually mean Better. In fact it often means the opposite. EQ is large enough to provide a full range of services but small enough for every client to feel important and for us to unearth the hidden gems that often generate higher returns.
MORE ON EQ Investors -
The old financial players are dinosaurs. They’re big, strong and great at acquiring customers – but terrible at serving them. Complicated products. Clunky processes. Confusing jargon. But for many people – be they financial advisers or everyday savers – today’s challengers lack credibility. The digital world of ‘fintech’ may be slick and sophisticated, but it’s just too new to trust. At Octopus Labs, we take the best of both. We fuse track record and technology, expertise and UX, to build financial products the way they should be: trustworthy, rewarding and easy-to-use.
MORE ON Octopus Labs
Latest Jobs
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Scotland
Salary dependent on experienceRussell Gibson Financial Management is seeking to recruit an experienced Paraplanner with first class skills to join their friendly team. This is an excellent opportunity to join our well established and growing planning business, working as part of a small team in this role. As Paraplanner the role will involve working closely with our clients and Financial Planners to deliver exemplary client service.
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South, South East England, South West England
£28,000-£38,000 depending upon experience and technical knowledge plus benefitsWe are an integrated, award winning financial planning and investment management company working together with private clients, trustees, solicitors, accountants and financial advisers. We now have over 80 partners and employees based in five main regional offices and have over £1.25bn under management and advice.
FULL JOB SPECIFICATION -
Senior Paraplanner – Fareham – £36,000-£50,000 depending upon experience plus benefits
South, South East England, South West England
£36,000-£50,000 depending upon experience plus benefitsWe are an integrated, award winning financial planning and investment management company working together with private clients, trustees, solicitors, accountants and financial advisers. We now have over 80 partners and employees based in five main regional offices and have over £1.25bn under management and advice.
FULL JOB SPECIFICATION -
Full or Part Time Paraplanner – Edinburgh
Scotland
Salary dependent on experienceAnderson Strathern Asset Management Limited is well known for its financial planning and wealth management services. We seek a full or part time CII Diploma Qualified Paraplanner to join the financial planning team. The atmosphere is professional, and the workload busy, but with time to think and to enjoy the varied work.
FULL JOB SPECIFICATION -
London (Central)
Salary dependent on experienceLondon Wall Partners is an independent financial advisor to private clients, families, estates, trusts and charities. Its sole focus is to provide independent advice to clients on all aspects of financial planning and investment management, and to offer strategy implementation and best-in-class monitoring and reporting. It is a dynamic and fast-growing firm with a leadership team with decades of investment and client advice experience as well as a strong and vibrant cadre of associates and assistant financial planners. London Wall Partners operates on a fully transparent fixed fee basis, giving clients a clear and simple view with no hidden fees or charges meaning the firm can truly show their commitment to the best interests of their clients and being a genuine trusted custodian for their wealth.
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