Professional Paraplanner | Profiles

Profiles

Self-employed to business owner

31 January 2019

Peter Mason, director of PJM Paraplanning and Consultancy Services, talked to Rob Kingsbury about his paraplanning journey, including transitioning into his own outsourced company and pension transfer specialist work Peter Mason had been working in financial services for 26 years before he set up his own company, Birmingham-based PJM Paraplanning in April 2017. It...
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On the right course

31 January 2019

Jade Mountford, chartered paraplanner with Mazars Financial Planning scooped the PFS Paraplanner of the Year 2018 award. She talked to Rob Kingsbury about what that entailed and how she has been encouraged to step out of her comfort zone Winner of this year’s PFS Paraplanner of the Year award Jade Mountford, chartered paraplanner with...
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New way of working – Cooper Parry Wealth

31 January 2019

Rob Kingsbury spoke to Chetan Ravalia , paraplanning manager, and Codie Smith, paraplanner at Cooper Parry Wealth, about where their roles fit in the firm’s new operational structure, and their approach to paraplanning, including the onboarding of a new client. In the July issue of Professional Paraplanner I talked to David Carroll, financial planner manager...
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Rebecca Tuck – Stepping out

30 October 2018

Rebecca Tuck, paraplanner with Magenta Financial Planning, is this year’s CISI Paraplanner of the Year. She spoke to Rob Kingsbury about why she entered the award and how her role at Magenta Financial Planning has evolved since the firm launched two years ago The first question for Rebecca is why she entered the CISI...
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Blake Ellis – Cashflow is King

30 October 2018

Blake Ellis, paraplanner for Simpson Financial Services, talked to Rob Kingsbury about why he feels cash flow modelling is core to all clients’ plans and the benefits of being the sole paraplanner in a small firm. For Blake Ellis, paraplanner with Leamington Spa-based Simpson Financial Services, cashflow modelling is key to delivering a great...
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Chadney Bulgin – Hybrid approach

30 October 2018

The paraplanning team at Hampshire-based Chartered Financial Planning firm Chadney Bulgin, combines two ways of working, offering the firm’s advisers the option of one-to-one paraplanning support or a pooled service. This is a team of eight. Martin Green, the paraplanning manager, heads up the unit, and there are six female paraplanners, including the deputy...
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Pushing the bar

6 August 2018

Cooper Parry Wealth Financial Planner Manager David Carroll tells Rob Kingsbury how the team has recently restructured to play to its strengths
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Business head: Sarika Dhanjal, Paraplanning Team Manager, Tenet

29 June 2018

Sarika Dhanjal, Paraplanning Team Manager at Tenet, tells Rob Kingsbury about her role, how the team operates and its new outsourced service As manager of the paraplanning team at Tenet, Sarika Dhanjal is not herself a paraplanner but rather, her role is one of business management, team development and the bigger picture. It’s a...
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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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