National Paraplanner and Administrator Collective.

by Martin Vaughan on 8 January 2011

The role of the paraplanner has been gaining more and more prominence over the last few years and with the specific developments over the last 12 months, namely the regular surveys of the paraplanning profession and the introduction of the IFP’s paraplanner qualification, the recognition of the importance of the role of paraplanners in a modern financial planning practice looks set to increase.

When theparaplanner.com was founded its objective was to create a central place where paraplanners and administrators could receive up to knowledge about developments within the world of paraplanning and create a place where paraplanners could share knowledge and best practice.

This has been very successful with the site being visited by thousands of visitors a month.

Over the past few years I have had the opportunity to be involved in a number of projects which have seen the role of the paraplanner develop into a career in its own right.  I have now been asked to put together an elite group of dynamic and forward thinking Paraplanners and Administrators who are keen to further develop their own skills and experience; wish to be aware of any developments within the paraplanner and administrator role generally and are enthusiastic about demonstrating the importance of the role of paraplanners and administrators within the wider financial services industry.

This group will be the National Paraplanner and Administrator Collective (NPAC).

This elite group will be at the leading edge of the many developments planned for existing paraplanners and those looking to move to that role over the next few years.

There are already a number of exclusive events planned for 2011 with a number of high profile companies and organisations. These include training sessions provided by a number of well known investment managers, fund managers and support service providers as well as other networking and development sessions.

In addition, there are also a number of other very exciting developments which will be of particular interest to this group of people and are likely to need input from committed and dynamic individuals.

To ensure you are one of the first to be involved please send the following details via email to npac@parappl.com

In the first instance please just send the following:

  • Name
  • Current Role
  • Current Company

This is a completely free service for all paraplanners and administrators and any other individuals who undertake any of the research, report writing and business processing tasks or indeed the management of those who undertake a paraplanning type role, within a Financial Planning or Advice organisation.

It is open to all individuals irrespective of qualifications or experience.

Joining will allow you to get priority invitations to all the special events planned during 2011. Joining will also ensure you are able to get involved with many of the other networking and developments projects planned for the next 12 – 24 months.

It only takes a few minutes so please just send your details and I look forward to welcoming you to the National Paraplanner and Administrator Collective.

Thanks, Martin

{ 4 comments… read them below or add one }

Val Masters 10 February 2011 at 13:37

Currently office manager for IFA in Leicestershire with 5 advisers, one paraplanner, and one administrator.

Carol Lamb 6 July 2011 at 13:40

Hi there, I am interested in joining the NPAC and have submitted my details. I am a paraplanner at My Financial Services Ltd – started here 1 December 2010. Previous to this I worked for 6 years at PSFM Ltd.

Debbie Holloway 19 January 2012 at 19:36

Currently working & supporting two IFA’s. Previously worked for an investment broker.

Gina 11 May 2012 at 17:27

Hello, I currently provide a service to IFAs and assist with their administration. I am always looking to improve my skills and knowledge and would be delighted to join the NPAC group. Currently support 2 IFAs.
Many thanks Gina

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