New Paraplanners

by Richard Allum on 29 April 2008

In response to the fantastic feedback we have had from everyone who has visited the site we have been reminded that not everyone has been in financial services as long as us!The site has been designed to be used by ALL paraplanners and those aspiring to the role, whatever their knowledge or experience.

For this reason we are launching a new section on the website specifically for those who are new to the industry or new to paraplanning or perhaps considering paraplanning as their next career move.

We hope that it will contain articles and information which is more appropriate to those new to the industry and also hope that it will provide a place for discussion and support so that those paraplanners at a similar level can share experience and knowledge.

We would therefore really appreciate your comments in two ways:

  1. Firstly, what would you like this part of the site to be called? We have currently called it ‘New Starters’ but we are open to more exciting suggestions. You can find it under the ‘Education’ menu.
  2. Secondly, what sort of information would you like to see in this section?

Please let us know, it will be great to hear your views.

{ 1 trackback }

Top tips for new Paraplanners | The Paraplanner
18 April 2008 at 16:10

{ 6 comments… read them below or add one }

Elaine 18 April 2008 at 9:28

Hi, in response to your ‘Education’ section and in particular to new and aspiring paraplanners out there, i would have the sectioned named simply Research or Paraplanner Tools.

I remember when i first started, things like asset allocation was mind boggling. I had product knowledge but had no idea about fund sectors, asset allocation and benchmarking where. I have many tools which helpded me when i started. Would be good to share this with new paraplanners who have the ability to the job but by directing them to the correct websites, spreadsheets or just to answer the simplest of questions that they made be too afraid to ask, afterall, the definition of a ‘Paraplanner’ is a very wide one!

Richard Allum 18 April 2008 at 10:01

Hi Elaine,

Thanks for your constructive feedback. We are planning to introduce research and paraplanner tools sections and we initially planned to have these within the Resources section and possibly the technology category. These are designed to be reference documents and we would post an article in the ‘New Starters’ (or whatever it ends up being called) area highlighting its availability. We do have someone who is relatively new to the role who wishes to contribute/lead the new starters are and we will be posting some of the ideas for this soon.

It would be great if you could share the tools and websites etc which helped you as this is just the sort of contribution we are looking for. Feel free to post here, on the forum or drop us a line.

Richard Allum 18 April 2008 at 16:15

Elaine has sent me some very useful tips which we have posted in the New Starters section – you can read the article by clicking here.

Kevin Turner 22 April 2008 at 16:24

Hi, for new paraplanner especially I would think a section on suitability letters would be very useful, covering things like how to set them out, what must be included from a compliance point of view. Maybe several different templates for different products could be included within the site.

Or maybe we could exchange suitability letters / reports (with the personal details taken out), so if a paraplanner wanted a SIPP letter for example they just make a request on the site and some kind paraplanner would email them a sample letter.

Richard Allum 23 April 2008 at 9:08

Hi Kevin,

That’s a great idea and we will be taking this forward. Thanks for your input.

Pete 25 April 2008 at 15:05

I agree, this would be a great resource. I actually came to the site today looking for this very thing. Paraplanning is something I am trying to developmore in my role and this would be ideal!

Leave a Comment

Previous post:

Next post: