NOVEMBER 2019
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PROFESSIONAL PARAPLANNER
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LATEST
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Accessing pensions early through ill-health – key points to consider
14 November 2019
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More bereavement support needed for workers and line managers
14 November 2019
CATEGORIES
MOST VIEWED
Property tax – how to tackle it
With numerous property tax changes already in place (and more due in 2020/21), there are a number of opportunities...
When execution-only and non-advised do and don’t apply
You need to know the difference between execution-only and non-advised sales and what client instructions can be enacted under...
What does SM&CR mean for paraplanners?
The Senior Managers and Certified Persons legislation comes in on 1 December but to what extent does it apply...
LATEST PROFILES
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Personal drive: Samantha Gratton, Old Mill
29 August 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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7 November 2019
DEVELOPMENT CATEGORIES
MOST VIEWED DEVELOPMENT
Whose income is it anyway? Prudential’s Neil MacLeod examines the various permutations for how income generated by trust property...
Using small pots when you’ve run out of lifetime allowance
Prudential technical manager Jacqueline Clezy uses a case study with three options to illustrate use of small pots and...
Would you rather all your money was taxed or just the growth? A fairly simple question, says Les Cameron,...
LATEST JOBS
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Paraplanner – Up to £50k, subject to experience and qualifications
East of England, South East England
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Experienced Paraplanner Wanted – South Wales – Salary Dependent on Experience
South, South West England, Wales
JOBS FILTER
MOST VIEWED JOBS
Paraplanner – Up to £50k, subject to experience and qualifications
East of England, South East England
London (Central)
Scotland
LATEST MAGAZINE EDITIONS
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NOVEMBER 2019
VIEW THE MAGAZINE HERE Paraplanner profile Rob Kingsbury talked to Siân Davies Cole, head of paraplanning at Aspirations,...
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OCTOBER 2019
OCTOBER 2019 VIEW THE MAGAZINE HERE IN THIS ISSUE Paraplanner Profile Rob Kingsbury talks to Ashley Wiltshire, owner of...
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SEPTEMBER 2019
Welcome to the first of our autumn magazines in which we introduce a new dedicated section. View the magazine...
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
Paraplanner – Up to £50k, subject to experience and qualifications
East of England, South East England
Up to £50k, subject to experience and qualifications
Churchgates is a unique and powerful combination of Financial Planners, Investment Managers, Solicitors, Accountants and Tax Advisors under one roof. We believe that all people should be treated with respect and our culture is to maintain a friendly, professional environment where traditional values still count.
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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Paraplanner – Up to £50k, subject to experience and qualifications
East of England, South East England
Up to £50k, subject to experience and qualificationsChurchgates is a unique and powerful combination of Financial Planners, Investment Managers, Solicitors, Accountants and Tax Advisors under one roof. We believe that all people should be treated with respect and our culture is to maintain a friendly, professional environment where traditional values still count.
FULL JOB SPECIFICATION -
Experienced Paraplanner Wanted – South Wales – Salary Dependent on Experience
South, South West England, Wales
Dependent on experienceMagenta is an award-winning financial planning firm based in Bridgend, South Wales, and we are looking for another experienced Paraplanner to join our team – to deliver Planning with Passion to our clients.
FULL JOB SPECIFICATION -
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.
FULL JOB SPECIFICATION -
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.
FULL JOB SPECIFICATION