Comments on: What is a paraplanner and what do they do?

By: Vanessa

Vanessa — Thu, 05 Jan 2012 10:16:25 +0000

Hello – I am looking for part-qualified paraplanners to join a premier financial planning company based in central London. Please get in touch for more information.

By: Julia

Julia — Thu, 05 Jan 2012 09:58:28 +0000

We are currently seeking experienced paraplanners. Visit our website for further details of our services.

By: Dave H

Dave H — Fri, 16 Sep 2011 00:40:21 +0000

Hi, I work in Personal Insolvency, but am very keen to move into Financial Planning and study for and take the CF Exams. I have done some research and know the best route to my achieving this is get a position either as admin support to a financial advisor(s) or more ambitiously as a Paraplanner. I wonder if anyone can give me some advice and tips on how I may break into the field especially within Scotland? I currently work as an Insolvency administrator and believe I have many of the skills that I could effectively utilise working in Financial Planning. Any assistance you can provide me with would be greatly appreciated.

By: Christina Forman

Christina Forman — Thu, 04 Aug 2011 18:16:05 +0000

I am based in South Africa and although we are from different countries and products and legislation around certain products differ, I feel invaluable information can be shared via this forum. I am not aware of any association/forum/platform for discussion in South Africa but if anyone who uses this forum knows anything about such a thing, please let me know.

By: Paraplanner

Paraplanner — Sat, 23 Jul 2011 16:23:30 +0000

Great article – covered the topic really well. Seems there will be a greater need for paraplanning services with RDR approaching.

By: Richard Allum

Richard Allum — Thu, 23 Jun 2011 20:35:10 +0000

Hi Louise – have you thought of posting this on the forum, you will probably get more replies.

By: Louise Mason

Louise Mason — Wed, 22 Jun 2011 22:07:51 +0000

I’ve been working for a leading financial advice company for the past 3 and a half years as an administrator/business transfer specialist.

I currently provide adminstration to over 1400 advisers, however I would much prefer to get more involved in the finance side of things rather than admin, and work more closely with fewer advisers.

I’m looking into doing my CF exams, but any help on how to become a paraplanner would greatly help?

Please contact lippylouise16@hotmail.com if you have any suggestions.

By: DeeDee

DeeDee — Wed, 09 Feb 2011 16:39:19 +0000

Am very interested in starting a career in this area. Any tips on how to get started?

By: Tereza

Tereza — Tue, 11 Jan 2011 23:59:42 +0000

how to start career in paraplanning? any tips? i currently work in finance but would like to go for this…

By: Nji Uchegbu

Nji Uchegbu — Thu, 14 Oct 2010 19:03:20 +0000

Hey all! I am new to the industry I’ve been working at my current role for three months and I love it! Its a boutique planning firm in north london but Ive working in financial services for three and a half years.

I would definatley be interested in meetings/seminars.