The site for Paraplanners and Paraplanning in the UK
From the monthly archives:
We continue our series of interviews with a paraplanner to gain an insight into his or her career, working day and top tips for the rest of us. This week features Len Quinlan, a Financial Planning Manager in Lincoln. If you would like to feature in this section in the coming weeks and provide useful [...]
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As February draws to a close and I manage to survive another month I look back on what has happened over the last few days and reflect how things have gone and whether it’s really much different being a freelance paraplanner than an employed paraplanner.In many ways the job is exactly he same with the [...]
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As many of you will recall I was privileged to be invited to the Morningstar Conference last year and was very, very impressed with both the organisation and content.
The conference was extremely well organised and also extremely well attended. It was also beneficial from the point that it was not attended solely by IFAs. There [...]
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I am writing this short article to ask you all for your thoughts and comments.
Richard and I were asked to participate in the Institute of Financial Planning’s (IFP) North of England Conference to be held in Leeds on 24 March.
We agreed because we thought this would be a fantastic opportunity to raise the profile or [...]
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I am travelling to Belfast on Monday for a workshop on how paraplanners can use IT to make them more efficient and so I thought I would write about two things I have tried over the last week both of which are radically different.
First of all, I have started using Twitter. I have been following [...]
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When you’ve been in Financial Services for more than 5 years you will have heard the phrase ‘it’s time in the market not timing the market’ and this is usually followed by ‘if you missed the best 10 days….’This particular statistic has always fascinated me (probably something to do with being a paraplanner), I’d always [...]
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So I’ve come to the end of my first month and what an exciting month it has been. I feel like I’m on a journey and discovering so much about the way different companies work and the way different advisers within those companies work.I’ve also been learning how to run a business; something you don’t [...]
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I was fortunate to be able to attend the second meeting in the last quarter of 2008 of the Working Group developing the National Occupational Standards (NOS) for paraplanners at the Financial Services Skills Council (FSSC).The meeting followed on from the original meeting in which we discussed the role of the paraplanner and the typical [...]
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