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WINNERS OF THE PARAPLANNER AWARDS 2020
Professional Paraplanner is delighted to announce the winners of the Paraplanner Awards 2020. This year our Paraplanner Awards not...
Outsourced paraplanner adds two new services
Outsourced paraplanning firm PLUS Group is expanding the services it offers advice firms with the addition of a cashflow...
PCLS: Not as simple as it looks?
Jessica List, Pension Technical manager, Curtis Banks, considers the often complex rules and conditions applying to the pension commencement...
LATEST PROFILES
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Paraplanner Team of the Year profile: Para-Sols
2 July 2020
MOST VIEWED PROFILES
Martin Vaughan has been an influential figure in the development of paraplanning in the UK. Rob Kingsbury spoke to...
Nathan Fryer set up outsourced paraplanning firm Plan Works in 2014. He’s now looking to expand the operation. Nathan...
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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28 June 2020
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DEVELOPMENT CATEGORIES
MOST VIEWED DEVELOPMENT
Calculating Top Slicing Relief – with worked example
Graeme Robb of Prudential's technical team, highlights the issues paraplanners should consider when undertaking a top slicing relief calculation
The 5 ‘Whats’ of trustee investment: Parts I – IV
In a series of four articles, Les Cameron, head of Technical Services, Prudential looks at the key issues to consider...
Can scheme pension continue to have a place in financial planning? Stephen McPhillips, technical sales director, Dentons Pension Management...
LATEST JOBS
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Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
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Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
LATEST MAGAZINE EDITIONS
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JULY/AUGUST 2020
CLICK HERE TO ACCESS ONLINE OR DOWNLOAD IT AS A PDF HERE: ProfessionalParaplanner-July-Aug 2020 Inside our biggest issue yet...
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JUNE 2020
CLICK HERE TO ACCESS THE ISSUE ONLINE OR DOWNLOAD IT AS A PDF HERE: Professional Paraplanner_JUNE 2020 What you’ll...
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MAY 2020
CLICK HERE TO ACCESS THE ISSUE ONLINE OR AS A PDF HERE: PP_May 2020 Paraplanner profile Tony Slimmings, Managing...
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 – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
From £30k plus benefits
Financial Services Paraplanner – Wickham, near Fareham We are an award-winning firm and aspiring to be one of the leading financial planning firms on the south coast for long term, lifestyle financial planning. We wish to do this by creating strong, long term and personal relationships with all our clients, empowering them to make life changing decision to maximise their lifestyle pre and post retirement. We achieve this through delivering forecasting, plans and portfolio enhancements with unrivalled customer care and regular updates and reviews.
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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 – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
From £30k plus benefitsFinancial Services Paraplanner – Wickham, near Fareham
We are an award-winning firm and aspiring to be one of the leading financial planning firms on the south coast for long term, lifestyle financial planning. We wish to do this by creating strong, long term and personal relationships with all our clients, empowering them to make life changing decision to maximise their lifestyle pre and post retirement. We achieve this through delivering forecasting, plans and portfolio enhancements with unrivalled customer care and regular updates and reviews.
FULL JOB SPECIFICATION