DECEMBER 2019
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LATEST
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Eparaplan puts entire team through Paraplanning Standard
19 January 2020
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CATEGORIES
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New Diploma in Paraplanning launched
The London Institute of Banking & Finance has launched a new Level 4 qualification in paraplanning, developed in consultation...
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...
Paraplanner launches platform cost comparison tool
Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online interactive tool which will allow paraplanners to...
LATEST PROFILES
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6 January 2020
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Research focus: Interview with Zahid Bilgrami, CEO, Defaqto
2 December 2019
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 CPD compilation – Pensions and divorce
7 January 2020
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TDQ: Capital Gains Tax and Private Residences
16 December 2019
DEVELOPMENT CATEGORIES
MOST VIEWED DEVELOPMENT
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...
Long term care planning and the protection of capital – who pays, where and why
When planning for long term care, clients need to handle their capital carefully, says Tony Miles, technical director, My...
Long term care planning and the handling of income
Following on from his article looking at the protection of capital when long term care planning, Tony Miles, technical...
LATEST JOBS
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South
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Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
JOBS FILTER
MOST VIEWED JOBS
Paraplanner – Up to £50k, subject to experience and qualifications
East of England, South East England
Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
South
LATEST MAGAZINE EDITIONS
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DECEMBER 2019
VIEW THE MAGAZINE HERE Where are they now? For this issue’s Paraplanner Profile Rob Kingsbury revisited three of our...
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NOVEMBER 2019
VIEW THE MAGAZINE HERE Paraplanner profile Rob Kingsbury talked to Siân Davies Cole, head of paraplanning at Aspirations, about...
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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...
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
Head of Paraplanning
South
Competitive, based on experience
We are a discretionary investment management company, providing investment management services and financial planning solutions to private clients. We are a successful, privately owned, LLP, with 5 offices in the UK, a Channel Islands regulated subsidiary and one on-shore and two off-shore fund entities. We have a strong, dynamic culture where everyone feels part of a team and where they can have fun and grow in their career.
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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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South
Competitive, based on experienceWe are a discretionary investment management company, providing investment management services and financial planning solutions to private clients.
FULL JOB SPECIFICATION
We are a successful, privately owned, LLP, with 5 offices in the UK, a Channel Islands regulated subsidiary and one on-shore and two off-shore fund entities.
We have a strong, dynamic culture where everyone feels part of a team and where they can have fun and grow in their career. -
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.
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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.
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