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Paraplanner Team of the Year shortlist announced

1 June 2017

Professional Paraplanner is hosting its first Annual awards on 7 June 2017. The short-list for the Paraplanner Team of the Year is published today.

Chair of the judges, Professional Paraplanner editor Rob Kingsbury said: “With the Paraplanner Team of the Year we wanted to recognise that while there are many superb individual paraplanners out there, there are also some fantastic paraplanner teams, working together to deliver the best for the clients of their firm as well as the firm itself.

“This proved to be a very popular category with a very high standard of entry and choosing between the teams that entered was very difficult.”

The shortlist for our inaugural Paraplanner Team of the Year award is:

• Anderson Anderson Brown

• Cooper Parry Wealth

• Eldon Financial Planning

• Equilibrium

The winning team of the award will be announced at our Awards ceremony on 7 June 2017, immediately following our Technical Insight Seminar.

The Paraplanner of the Year award will also be announced on the day as will the Personality of the Year, alongside the winners of the product and service provider awards, the winners of which have the kudos that they were nominated to win solely by paraplanners.

We would like to thank Seven Investment Management, who are sponsoring the Paraplanner of the Year and the Paraplanner Team of the Year awards.

Jamie Evans, Business Development Manager, 7IM said: “As Paraplanners continue to play a key role in the overall advice process, whether working within a Financial Planning firm or offering outsourcing services, we are pleased that the role is getting the recognition it deserves.

“7IM firmly believe that Paraplanners are brilliantly placed to handle some of the more technical and research aspects of financial planning and, perhaps even more significantly, clearly represent the future of financial advice. We have been keen supporters of Paraplanners for some years, offering regular support and events up to, and including, this year. We are delighted to be sponsoring the inaugural Professional Paraplanner awards and look forward to seeing many familiar faces there!”


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