Paraplanners attending this year’s Technical Insight Seminar in Edinburgh will hear first hand from Jo Campbell, director of operations and quality at outsourced paraplanning firm Para-Sols, about how the firm developed its proposition and suitability report writing to be highly efficient while maintaining a high standard.
The event takes place at The Waldorf Astoria and is free to attend for paraplanners. Registration is at 8.30am and the event ends at 3pm, with lunch included.
The event offers a range of sessions, covering:
- suitability report writing
- the complexities of the State Pension
- retirement income planning
- SIPPs in financial planning and SIPP due diligence
- client behaviour and fears
- junior & hybrid debt as an asset class.
You’ll also have time to network with fellow paraplanners in breaks at at lunch, which is provided.
TO SECURE YOUR PLACE IN EDINBURGH, email [email protected] or click here.
This will be our third year running Technical Insight Seminar in Edinburgh and we look forward to seeing new as well as familiar faces on the day.
What other paraplanners have said about the events so far this year:
“This was a great, well organised event which I thoroughly enjoyed. It is refreshing to listen to educational guest speakers. I think that everybody attending would have learned something new. Well done and I look forward to next year’s event!”
“The whole structure of the day is well thought out and I think of particular benefit is the break out into smaller groups to encourage greater interaction.”
“The content was superb and I learned a lot from it that I’ll be able to apply day to day.”
THIS AUTUMN’S SEMINARS
• Nottingham The Nottingham Belfry 11 September
• Glasgow Hilton 18 September
• Edinburgh The Waldorf Astoria 19 September
• Leeds Oulton Hall 2 October
• Manchester The Midland Hotel 16 October [WAITING LIST]
• Reading Crowne Plaza 23 October
• Bristol The Aztec 13 November
• Newcastle Crowne Plaza 26 November
* (Please note: speakers and agendas differ between venues – details are confirmed closer to the individual event)
