Professional Paraplanner | Profiles

Profiles

Matthew Harrison – Brown Shipley

17 October 2016

Good paraplanners grow into the role through hard graft, experience and an ability to see the bigger picture. That can’t be fast tracked, paraplanner Matt Harrison, tells PP editor Rob Kingsbury The imbalance in the demand for skilled and qualified paraplanners and the number of paraplanners in the market on the supply side is...
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Farida Hassanali – UBS Wealth Management

14 September 2016

Knowing from an early age she wanted to help people with their money, Farida Hassanali has focused on the exams and financial services roles that would enable her to follow her chosen path – and give back Not many people know they want to be a paraplanner at the age of 12. Farida Hassanali,...
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Benjamin Fabi – Jones-Sheridan

28 July 2016

Benjamin Fabi, paraplanner with Jones-Sheridan, has had something of a chequered job history, he admits Talk to Benjamin Fabi, about a particular paraplanning role and he can probably say ‘been there, done that’. The paraplanner with Cheshire based financial planning firm Jones-Sheridan jokes that at one time his friends used to say to him...
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Christina Melling – Clarion Wealth Planning

17 June 2016

Christina Melling moved home, leaving behind a legal job and her family to become a trainee paraplanner with Clarion Wealth Planning. Rob Kingsbury talked to her about her decision, what her role entails and her ambitions. When Christina Melling moved from Bolton in Lancashire to Knutsford, Cheshire, to become a trainee paraplanner with Clarion...
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Kim Bendall – The Paraplanners

9 May 2016

Kim Bendall of The Paraplanners talked to Rob Kingsbury about being catapulted into running the business and balancing paraplanning with being a company director. One evening in Feb 2014 Kim Bendall, then senior paraplanner with outsourced services firm The Paraplanners, received a telephone call from the firm’s owner Richard Allum saying he was seriously...
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Cathi Harrison – Para-Sols

13 April 2016

Rob Kingsbury talked to Cathi Harrison about how she started and developed outsourced paraplanning firm Para-Sols Cathi Harrison has been a paraplanner for nine years and has run her own outsourced paraplanning business for seven of those years. In 2014 she became the first paraplanner to become a member director of The Personal Finance...
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Warren Bentham – 75point3

21 March 2016

Warren Bentham, head of paraplanning for 75point3, epitomises the added value that paraplanners can bring to adviser businesses. He talked to Rob Kingsbury about having a role that is ‘as varied as possible’ It is a sound argument that paraplanners can bring much more to a financial planning business than just their paraplanning capabilities....
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Alan Gow – Argonaut Paraplanning

2 February 2016

Leaving paid employment to start out on your own and set up an outsourced paraplanner firm is a considerable step to take, as Alan Gow director of Argonaut Paraplanning can confirm. In fact, the name Argonaut reflects that, Alan says: “ I looked it up and one of the meanings was ‘a step into...
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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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