DECEMBER 2020
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FCA review states RDR/FAMR failing to hit advice targets
3 December 2020
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Three ways to invest in electric vehicles over the next decade
3 December 2020
CATEGORIES
MOST VIEWED
New Letter of Authority service could be a ‘game changer’
Origo is to launch Unipass Letter of Authority (ULoA) at the end of November, a service aimed at simplifying...
Aggregated costs and legacy trail commission disclosure
While the aggregated costs and legacy trail commission regime remains far from perfect, some clarity can be gleaned, says...
Kim Bendall launches outsourced paraplanning firm
Kim Bendall has launched her own firm, Go Paraplanning, and is looking to provide tailor-made support services to new...
LATEST PROFILES
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Aishling Costello, Fidelius Group
26 November 2020
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Where are they now? Blake Ellis
26 November 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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Purchased Life Annuities explained
1 December 2020
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TDQ: Test Your Knowledge: Answers – December 2020
26 November 2020
DEVELOPMENT CATEGORIES
MOST VIEWED DEVELOPMENT
Offshore Bonds Taxation explained
The Prudential Technical Team examine Offshore Bonds and how are they taxed for individuals and personal representatives.
Deep dive into Gifting and Inheritance Tax
The Prudential technical team examine Potentially Exempt Transfers (PETs) and Chargeable Lifetime Transfers (CLTs), their interaction with each other and...
Technical Q&A: Pension Death Benefits (part 2)
Following on from last week’s article, the Prudential technical team answer more questions most commonly asked around the death...
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
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MOST VIEWED JOBS
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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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DECEMBER 2020
INCLUDING: VCT SPECIAL REPORT. An 8-page special including a Guide to VCTs, illustrating the benefits of VCTS and how they can...
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NOVEMBER 2020
INCLUDING: Business Property Relief Social Eight pages of insight into when and how BPR may be used within financial and...
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OCTOBER 2020
DOWNLOAD your copy of the October 2020 issue of Professional Paraplanner HERE: Professional Paraplanner Magazine October 2020 Paraplanner profile...
LATEST EVENTS
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NEW WEBINAR: Death Benefits – SIPPS and SSAS
2 December 2020
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!
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.
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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.
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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 […]
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