The site for Paraplanners and Paraplanning in the UK
From the category archives:
The role of the paraplanner is gaining increasing prominence with a number of industry publications including sections for paraplanners.
Professional Adviser recently published a really interesting article under the heading ‘how paraplanners can make a difference in volatile markets’ which included comment from both an adviser and his paraplanner. It provided some interesting insights into how they work together and [...]
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A big thank you to all those who took a couple of minutes to complete the first 2-minute survey a month ago. The results were interesting if not surprising showing that paraplanners still spend the majority of their time writing reports and undertaking research.
Risk profiling is an area which is getting increasing attention and in [...]
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The Paraplanner.com has been working with NMG now for over 2 years and together we have been conducting the most comprehensive survey of paraplanners and paraplanning in the UK.
The survey is now conducted twice a year and comprehensively looks at the individuals who are paraplanning, their demographics, their role and the influence they have within [...]
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Over the past year there have been a number of new initiatives for paraplanners which is excellent. The role is becoming more established and is proving popular for individuals coming into the industry as well as those looking for a long term career.
To get an appreciation of this Paragon Paraplanning is launching a series of 2-minute [...]
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The IFP continued with their theme of promoting the role of the paraplanner at this year’s recent conference held at Celtic Manor near Newport in Wales.
The conference had the usual format of ‘track’ sessions where you could select from a number of different sessions depending upon your interest along with Key Note speeches, the Gala [...]
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After coming a very close second in 2009, this year’s Paraplanner of the Year is Gary Tunstall of Brook-Dobson Brear Wealth Management Consultants in Harrogate. Gary received the highest overall score from the judging panel for his essay and the testimonial received from Andrew Brook-Dobson and also achieved the joint highest score [...]
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Jane Holt has recently joined Paraplan Plus and this blog records her first month as an outsourced paraplanner.
I never planned to be a paraplanner.
But having outgrown my previous job role of admin person / office manager / sometimes-paraplanner in a small but successful financial planning practice, I was excited as I started work with Richard [...]
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Interesting comments about how Colin Lawson of Equilibrium has set up their advice structure and paraplanning team. I would say this of course, but he’s right. Read the full article in Money Marketing.
Lawson and Equilibrium’s two other advisers are well supported, each assigned a team of five paraplanners who sit in on all [...]
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My business is in the fortunate position of being able to turn away new clients as we are so busy with our existing ones. However, we still get lots of enquiries each week and I felt quite bad not being able to help as most wanted to engage with a paraplanner. This lead to the idea [...]
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The NPAC in association with UBS and theparaplanner.com is pleased to announce details of its inaugural Paraplanning and Networking events taking place throughout the UK in May 2011.
The theme for these events will be lifetime cashflow planning – what is it, what is it for, why you should use it and how to produce a [...]
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