The site for Paraplanners and Paraplanning in the UK
From the category archives:
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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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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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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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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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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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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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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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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There is a broad spectrum of approaches to risk profiling. How far along the spectrum should advisers go in turbulent times, asks Cathi Harrison of Para-Sols?
One of the most striking and interesting aspects of financial services I have noticed is the huge variations that can still be found between firms and the way they operate.
The [...]
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Martin is the featured paraplanner in Professional Adviser this week which has recently introduced a paraplanner section. It’s good to see another publication recognising the importance of paraplanners and dedicating resources. Here is what he had to say.
Martin Vaughan is founder of Paragon Paraplanning. He is also co-founder of theparaplanner.com, the UK’s first website dedicated [...]
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