The site for Paraplanners and Paraplanning in the UK
From the category archives:
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 [...]
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Many of you will be aware that during the recent PFS awards ceremonies Rachel Kitching received the PFS Highest Achiever in the Diploma in Financial Planning 2010, for the highest marks and number of distinctions of PFS members nationally.
This is a fantastic achievement for anyone but what many people didn’t realise was that Rachel is [...]
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Many of you will recall threesixty organised a paraplanner forum at the end of December 2010. This proved to be very popular and was very successful.
It was a ‘sell out’ with over 40 attendees and many more wanting to attend.
The day was worthwhile and interesting and sparked some really interesting debates. More than anything though [...]
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Don’t miss your chance to complete November’s wave of Paraplanner Census!
Spare 15 minutes before midnight on Monday 6th December for your chance to win a 32GB Apple iPad plus we are introducing 2 additional prizes this month – 2 x £100 voucher of your choice – so you have an even greater chance of winning!
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In a recent edition of Financial Adviser (11thNovember 2010) Phil Billingham contributed a letter which was published in which he said that he ‘loved the development of the paraplanning profession’.
He also suggested that advisers and administrators should look where their strengths lie and understand where a paraplanner can be part of the team.
You can read [...]
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The time is upon us again when we look for the assistance of the paraplanning profession to help us build up an accurate picture of the paraplanning profession in the UK today.
We have been working with NMG on the paraplanning survey for over a year now and the response from the industry to this important [...]
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Money Marketing recently launched their search for the ‘Best Paraplanner’ and asked for entries for this award. Originally the closing date for this award was 12th November (last week) however they have agreed to extend this to this Friday 19th.
So if you didn’t quite get your entry in on time – there is still a [...]
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Paraplanning is really beginning to become recognised as a profession in its own right now and there are a number of large Financial Services companies realising the important role a paraplanner plays within a forward thinking Financial Planning practice.
Threesixty are one such company and they have organised, along with the Institute of Financial Planning and [...]
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It is extremely pleasing to see the role of paraplanner really starting to take off now and this is clear in many ways but none more so than in the introduction of an award by a leading publication.
Money Marketing, one of the industry’s leading publications, hosts an awards ceremony in March every year and the [...]
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Many thanks to all of you who took part in the latest round of the paraplanner survey. This survey is becoming increasingly used and referred to by professionals within the industry and it gives us as paraplanners a chance to have our voice heard.
The results of the latest survey can be found here.
This latest survey [...]
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