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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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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We have been asked by several people about the winners of this year’s competition and you can see them on the award website here. It was very close again this and well done to all those who entered.
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In the most recent edition of Financial Solutions magazine (the magazine of the Personal Financial Society) freelance paraplanner Cathi Harrison explains what she does, how she came to work in Financial Services and what paraplanning means.
The article shows again how paraplanners are beginning to be seen more and more throughout the industry and Cathi also [...]
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At the end of August Cheryl Wade, a senior paraplanner at Build Your Wealth wrote an article for the careers extra section of Financial Adviser.
In it she explained why paraplanners are an important part of a modern Financial Planning practice along with some other thoughts.
She finishes by saying that she feels her career in paraplanning [...]
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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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The Paraplanner of The Year award is the premier award for all paraplanners, whatever your experience and knowledge.
It has been designed to take account of the very broad range of skill levels and abilities paraplanners have and to make sure that everyone has a good chance of success whatever their level.
Entries for the 2010 award [...]
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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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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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