Professional Paraplanner

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Dynamic Planner teams up with business school for big data project

23 September 2019

Dynamic Planner has announced a two-year partnership with Henley Business School that will endeavour to understand how investors behave during various points of the market cycle and help them to form better outcomes. With the support of the government-backed Knowledge Transfer Partnership programme, the alliance has been formed to explore the behavioural science of...
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What to do in the face of Brexit (or ‘No-deal’ stockpiling in Swindon)

22 September 2019

Brexit is getting silly now. Somehow, much, much sillier than it already was. Rathbones head of multi-asset investments David Coombs unexpectedly finds himself hoping for a no-deal, if only to bring some clarity to British shores. Last week, I found a Sainsbury’s delivery man at my front door, asking me to sign for a...
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Merged Tilney Smith & Williamson will have £45bn AUM

22 September 2019

Wealth manager Tilney has merged with Smith & Williamson in a £625 million deal that will create one of the UK’s largest integrated wealth management and professional services groups. The merged business, which will be called Tilney Smith & Williamson, will have assets under management of £45 billion, of which 80% will be in...
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Intelliflo’s Eatock to hold CEO and executive chairman roles

22 September 2019

Nick Eatock has reprised his role as chief executive of Intelliflo, following the departure of Hamish Purdey, alongside his role as executive chairman. Purdey joined Intelliflo in November 2014 when Eatock took on the role of executive chairman. He has left to “pursue new challenges,” the software provider said. Eatock said: “Hamish has done...
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Technical Insight Seminar Speaker – Brian Radbone, Transact

22 September 2019

From now to the end of November we are taking the Technical Insight Seminars to more venues around the country, including new venues of Glasgow 18/9, Leeds 2/10 and Reading 23/10. We are delighted that Brian Radbone and his colleagues from Transact will be presenting at selected events on effective use of pensions in...
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Paraplanner Report reveals paraplanner influence has grown significantly in past 5 years

19 September 2019

Research into the paraplanner role has revealed a significant growth in influence of paraplanners in financial planning firms over the past 5 years. The Rise of the Paraplanner Report 2019, published by Research in Finance, in association with FundsNetwork, is the latest in a series of in-depth studies conducted over the past 5 years, which has tracked key metrics including paraplanners’ influence and responsibility within adviser...
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7IM launches tailored drawdown service

19 September 2019

Seven Investment Management (7IM) has launched a tailored drawdown feature within its 7IM SIPP, to allow adviser firms more flexibility when managing the quantity and frequency of a client’s drawdown payments. The service will be available to all members of the 7IM SIPP and is designed to allow drawdown requirements to be tailored to...
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Fidelity launches sustainable fund range

19 September 2019

Fidelity International has stepped up its ESG offering to investors with the launch of a new sustainable fund range. The Sustainable Family of Funds will offer two investment categories; best-in-class and sustainable thematic. The former will actively select companies that are high environmental, social and governance performers, while the latter will use an investment...
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Featured Videos

Partner Content

The Baillie Gifford Managed Fund has had a consistent, tried and tested approach since it was launched in 1987. In this film managers Iain McCombie and Steven Hay sum up how the Managed Fund aims to keep it simple in a complicated investment world. Capital at risk.
Experienced Paraplanner Wanted – South Wales – Salary Dependent on Experience

South, South West England, Wales

Salary is Dependent on experience

Magenta is an award-winning financial planning firm based in Bridgend, South Wales, and we are looking for another experienced Paraplanner to join our team – to deliver Planning with Passion to our clients.

Visit the jobs section for more information.
We asked five of our presenters what they would most like paraplanners to take away from their sessions at the Technical Insight Seminars 2018. Here’s what Rory Percival had to say about his very popular session.

The Technical Insight Seminars are being hosted around the country at 11 venues. There are still places at some venues so if you’d like to join over 700 of your fellow paraplanners who have registered to attend, Email info@researchinfinance.co.uk for more info.

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In this video, Rebecca Lucas, founder and director of Lime Outsourced Paraplanning, talks about the qualities she feels are needed for anyone looking to set up an outsourced paraplanning business.

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In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

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Paraplanner profile December - Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law graduate, volunteering for Citizens Advice Bureau, working at Pension Wise and becoming senior paraplanner at Dart Capital.

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Professional Paraplanner Technical Insight Seminars continue this autumn starting on 6 September in Edinburgh.
Attendance is free for paraplanners.

If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case for attending – in the video below see what some of the paraplanners at the London event thought of the day.

We have three great days lined up for you at each of our events - featuring plenary sessions and workshops – and we look forward to seeing you there.

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For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.

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Alan Gow, Owner, Argonaut Paraplanning, Outsourced Paraplanning Services Provider, gives us an insight into his experience as a delegate at the Technical Insight Seminar, Bristol, 9th November 2016.

Thirty five paraplanners from across the South-West joined us at the Aztec Hotel & Spa for an educational seminar. The delegates heard speakers from The FCA, Technical Connection, Invesco Perpetual, BlackRock iShares, Fidelity, Columbia Threadneedle and Investec Structured Product on a wide range of topics.

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Ashley Maloney, Paraplanner at Vestra Wealth LLP, gives us an insight into her experience as a delegate at the Technical Insight Seminar, London, 8th June 2016.

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