The site for Paraplanners and Paraplanning in the UK
From the category 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 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 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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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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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 Heidi Witham who runs her own freelance paraplanning business. If you would like to feature in this section in the coming weeks and [...]
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My first full week.So that was it! The end of my first week as a fully fledged Freelance Paraplanner and what a start to the week I had.
I was unlucky enough to be struck down with ‘flu. (It really was flu as well not just man flu!!) Saturday was spent unable to move because I [...]
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Life as a Freelance Paraplanner
Martins Blog:
Star Date: January 2009
Mission : To boldly go where no man (or woman) has been before (well except Roger and Richard and Emma and Emma and Heidi and …………..)
As a paraplanner of some years standing there are many, many aspects of the role which I really enjoy and had often [...]
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The start of the new year is traditionally a time for looking back over the past 12 months and looking forward to the next 12 months. It’s also a time for making predictions and being optimistic about the future.Well I’m going to stick my neck out and make a prediction for the next 12 months [...]
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We’ve now completed the first series of On The Road events and they can only be described as a great success!Events were held in Birmingham, Watford, Nottingham, Edinburgh, Southampton, Bristol, Manchester and London. At each of the events the delegates heard from a number of speakers and also had the opportunity to get [...]
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