From the category archives:

Paraplanning

Paraplanner of the Year

by Richard Allum on 12 August 2010

Yes, it’s that time of the year again when you have a chance to win some nice prizes and be crowned Paraplanner of the Year 2010.  Full details of the awards, entry criteria and prizes can be found here.

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NMG Paraplanner Survey

by Martin Vaughan on 19 April 2010

The latest round of the NMG / theparaplanner.com survey was completed recently and the results have been collated and can be seen here.  They consider the time paraplanners spend on various activities as well as the qualifications paraplanners hold along with their position prior to becoming a paraplanner and are very informative.
The results shown here [...]

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Paraplanner Census

by Martin Vaughan on 7 February 2010

Many of you will have completed the paraplanner census at the end of last year which we thank you for. Due to various things beyond our control we had not been able to bring you the results until now. The census is a fantastic way of making your views heard and of providing real statistical [...]

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Paraplanners are client phobic!

by Richard Allum on 23 January 2010

A ‘Peter Taylor’ seems to think so having added the following comment at the end of the IFA Online profile of Cathi Harrison:
Paraplanning:for those who can’t open doors. the future will be full of ‘Chartered planners’or back office advisers who have the time to study, whilst we develop and get to know clients to provide [...]

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Professional Adviser Awards

by Richard Allum on 22 January 2010

The Professional Adviser Awards took place last night and I was kept up to date with events by Dennis Hall via Twitter (thanks Dennis).  I have a slight reservation with this type of awards ceremony mainly due to the fact that the winners are declared based on a vote.  It could be said that this [...]

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IFP to hold two paraplanning exam pilots

by Richard Allum on 8 January 2010

Citwire reports that pilot paraplanning examinations will be held by the Institute of Financial Planning (IFP) in the coming months as the professional body prepares to roll out the country’s first level four-based qualification for paraplanners.

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Social Media in Financial Services

by Richard Allum on 16 December 2009

Just a year ago, you would be forgiven for thinking that Social Networking websites were just for kids, but all of sudden the business world is using them as a powerful new tool for networking, marketing and sharing best practice. And yes, even the financial advice industry is getting on board too – because [...]

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NMG Paraplanner Survey

by Martin Vaughan on 26 November 2009

Many of you will have seen the post earlier this week about the latest Paraplanner Survey.  A big thank you to all of you who have completed the survey. To those of you that haven’t had a chance yet, please see if you can find 5 minutes to complete this over the next few days.  [...]

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Paraplanner Survey

by Martin Vaughan on 21 November 2009

Many of you will remember that earlier in the year NMG in conjunction with the Paraplanner conducted the first and so far only survey into paraplanning in the UK.   This dispelled a few myths, namely that all paraplanners want to go on to be Advisers, and also provided some vitally important data about the type [...]

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Paraplanner qualification syllabus published

by Richard Allum on 2 November 2009

Here at The Paraplanner we have been involved with the IFP in developing the new qualification for paraplanners.  The syllabus has been published today and you can read it here.  We would really like to know your thoughts so that we can pass these on.  It would also be good to know what title you [...]

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