MARCH 2020
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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...
Key compliance issues you need to be aware of in 2020
With the pace of regulatory changes seemingly set to continue unabated, Steve Bailey, director of ATEB Consulting, lists a...
Two new exclusive paraplanner events series for 2020
Professional Paraplanner is delighted to announce two new events series for 2020, The Investment Committee and the Team Leader...
LATEST PROFILES
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Administrator to partner: Luan Mahoney, Chadney Bulgin
17 March 2020
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Becoming a specialist – Benjamin Fabi, Principled Paraplanning
10 February 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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TEST YOUR KNOWLEDGE – ANSWERS APRIL 2020
26 March 2020
DEVELOPMENT CATEGORIES
MOST VIEWED DEVELOPMENT
Don’t miss the deadline for IP2016
As the deadline for Individual Protection 2016 applications approaches, are your clients ready? the Prudential Technical Team look at how...
End of year tax planning: Calculating bond taxation – with case study
In the approach to the end of the tax year, the Prudential Technical Team take us through the calculations...
Prudential CPD compilation – Pensions and divorce
The technical team at Prudential have put together another CPD Compilation, this time on pensions and divorce. They tackle...
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
South
Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
LATEST MAGAZINE EDITIONS
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MARCH 2020
VIEW YOUR MAGAZINE ONLINE HERE OR AS A PDF HERE: PP_March_2020 What you’ll find inside this issue: Paraplanner profile...
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FEBRUARY 2020
VIEW THE MAGAZINE ONLINE HERE OR DOWNLOAD IT AS A PDF HERE: PP FEB 2020 issue IN THIS ISSUE...
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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...
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.
FULL JOB SPECIFICATION -
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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