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Professional Paraplanner Team Leader Seminar 2019

3 September 2019

Professional Paraplanner is pleased to announce the launch of dedicated educational seminars for those leading teams of paraplanners.

The seminars are aimed at everyone who leads a team, from those managing one or two paraplanners to those controlling large teams, from the experienced through to those who may be new to the role.

They will provide the opportunity for team leaders to meet and discuss issues around the table with their peers, as well as hear from expert speakers on key areas. It’s an opportunity to come together to learn from various sources.

Potential areas for discussion include:

  • What’s required of a paraplanner team leader in today’s advice/planning firm
  • Leadership personal qualities
  • Management techniques
  • People skills
  • Effective communication
  • Organisation – techniques
  • Systems and software
  • Motivation – your own and your team’s
  • Setting and achieving goals
  • Getting the most productivity from your team
  • Happiness in the role – your own and your team’s
  • When to stop being a hands-on paraplanner
  • Becoming a boss
  • Corporate culture
  • When HR or legal issues arise


The inaugural seminar is planned for early December and will be held in London.

Places will be limited to enable discussion, so if you are interested please email [email protected] as soon as possible, providing your contact details, the size of your team, and whether you would like to attend the London seminar or a future event.



Professional Paraplanner