MARCH 2021
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LATEST
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Maximising pension saving ahead of tax year end
4 March 2021
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Three biggest challenges facing later life planners
4 March 2021
CATEGORIES
MOST VIEWED
Female Paraplanners Needed For Research Project (UPDATE SURVEY CLOSED NOW)
Professional Paraplanner’s publisher, Research in Finance (RiF), is a leading research company in the financial services sector. On occasion our readers...
Launch of The Paraplanner Club
This week sees the launch of The Paraplanner Club, a new initiative devised by Siân Davies Cole and Chloe Phillips, a mentoring...
Professional Paraplanner has teamed up with Brand Financial Training to answer your questions around the exams scheduled for 2021....
LATEST PROFILES
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Debbie Condon, Intuitive Support
1 February 2021
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The Paraplanner Club: Siân Davies Cole and Chloe Phillips
31 January 2021
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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Prudential Technical Budget webinar: 4 March 2021
1 March 2021
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Loans from Trust: With case studies
17 February 2021
DEVELOPMENT CATEGORIES
MOST VIEWED DEVELOPMENT
Technical: Inheritance Tax relief for business property
The Prudential's Technical team takes an in-depth look at Business Property Relief and when and how it can be...
When best to use a SIPP or SSAS
What are the similarities and differences between a SIPP and a SSAS and what is the best use of...
Prudential's Head of Technical Les Cameron analyses ways paraplanners can use tax allowances and exemptions to the benefit of...
LATEST JOBS
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Paraplanner – Leeds/High Wycombe – Up to £40,000
All locations
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Paraplanner – Up to £50k, subject to experience and qualifications
East of England, London (Central), South East England
JOBS FILTER
MOST VIEWED JOBS
All locations
Paraplanner – Up to £50k, subject to experience and qualifications
East of England, London (Central), South East England
Paraplanner – Leeds/High Wycombe – Up to £40,000
All locations
LATEST MAGAZINE EDITIONS
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MARCH 2021
Are you signed up to the Professional Paraplanner daily website alert? For more technical, tax, pensions, investment, retirement, protection...
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FEBRUARY 2021
Are you signed up to the Professional Paraplanner daily website alert? For more technical, tax, pensions, investment, retirement, protection...
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DECEMBER 2020
INCLUDING: VCT SPECIAL REPORT. An 8-page special including a Guide to VCTs, illustrating the benefits of VCTS and how they can...
LATEST EVENTS
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First Technical Insight Webinars 2021 announced
17 March 2021
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3 February 2021
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 – Leeds/High Wycombe – Up to £40,000
All locations
Up to £40,000
Are you interested in working for a company that is progressive, innovative, and poised for continued growth? Are you keen to join a people-focused company that is working to engender diversity within the financial sector? A company that is using technology to their advantage rather than detriment? If so, Progeny is the way to go!
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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 – Leeds/High Wycombe – Up to £40,000
All locations
Up to £40,000Are you interested in working for a company that is progressive, innovative, and poised for continued growth?
Are you keen to join a people-focused company that is working to engender diversity within the financial sector? A company that is using technology to their advantage rather than detriment?
If so, Progeny is the way to go!
FULL JOB SPECIFICATION -
Paraplanner – Up to £50k, subject to experience and qualifications
East of England, London (Central), 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.
We are independent Financial Planners, with a Discretionary Management Service which is managed in-house. We have a growing Financial Planning and Wealth Management department in the office, with an expanding client base and are therefore looking to recruit a Paraplanner to join our enthusiastic team.
FULL JOB SPECIFICATION -
All locations
Competitive Salaries Across All RolesFollowing the recent Covid reboot, where we turned the world off and turned it back on again, it was apparent that more and more people (read paraplanners) were going to be working remotely and were doing so brilliantly. Para-Sols is embarking on a large growth phase. As we are now firmly ensconced in our second […]
FULL JOB SPECIFICATION