This issue features Nathan Fryer, director of Plan Works, set up the outsourced paraplanning firm in 2014 and now is looking to expand the operation.
Our Viewpoint feature focuses on the debate around whether paraplanners should be CF30 authorised to take part in client meetings.
The demand/supply balance in the paraplanner recruitment market is heavily weighted in favour of demand at present. But when going for a top job you still need to make sure you CV stands out above the rest. We asked a recruiter to give us her tips for making a CV catch a recruiter’s eye.
Paraplanning for ethical investments. Following reader request for an article around paraplanning for ethical and sustainable investments, Dan Atkinson paraplanner at impact investment company EQInvestors talks about his team’s approach.
When it comes to Sub-Saharan Africa investors need to look beyond the headlines to the opportunities, says Alistair Way, investment director, Standard Life Investments