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 how the adviser has used paraplanners to his advantage.
You can read the whole article here
Many thanks to Professional Adviser for allowing us to republish the article.
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 the second 2-minute survey there are a few very quick questions about risk profiling; it would great if as many paraplanners as possible could take a couple of minutes just to answer a few very simple questions.
For those that have not taken part already the link is below
If you know of any other paraplanners who may not have seen this, please feel free to send the link onto them also.
If you didn’t manage to complete the first survey (that takes only 30 seconds!) you can still do so by clicking the link below.
Thanks for your help
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 their practices.
The most recent survey was conducted in May 2011 and the results of that survey can be found here.
A big thank you to all those who took part; for those who have not yet been involved, it would be great to have you on board and for you to take part in the next survey which will be at the end of this month.
If you are not already involved please register your interest by forwarding your details to email@example.com.
In one of the earlier posts I said that one of the highlights of this year’s conference was Nick Murray who gave an enlightening and entertaining key note speech about investing and in particular Behavioural Finance.
The content of his presentation was summed up extremely well by Andy Jervis of Chesterton House in a news letter he sent to all his clients. Andy’s newsletter summed up Nick’s presentnation far better than I could have done and also shows a practitioner’s view.
The newsletter is reproduced below (a big Thank You to Andy, Richard and all the team at Chesterton House for allowing us to reprint this here).
Andy is a leading Bacharach practitioner and you can find out more about him and his practice here.
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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 surveys. They are very simple with very few questions, which will literally take two minutes to complete.
It would be great if you could take part. It would also be brilliant if you could tell others who you think would like to take part.
Just click here and answer a few simple questions; it will take 2-minutes!
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 Dinner and a number of Panel Sessions.
For a paraplanner the conference was particularly interesting as the committee had tried to include sessions which would be appropriate to their role. [click to continue…]
The IFP conference this year was once again held at Celtic Manor resort in Cardiff. A beautiful setting near Newport in Wales and home of the Ryder Cup golf competition in 2010. Held over three days, 1st – 3rd October the conference was sold out. It included the IFP’s AGM on the first evening and then included various keynote speeches and breakout sessions which covered a number of different topics. This allowed the delegates to choose the most appropriate session for their needs or the needs of their business.
The IFP have, particularly over the last few years, actively encouraged paraplanners to attend and have tried to ensure that there are sessions which would be of interest to paraplanners. This year was no exception with a greater number of paraplanners in attendance.
On Tuesday morning Theparaplanner.com had the pleasure of presenting the Paraplanner of the Year Award to this year’s winner, Gary Tunstall, in the opening speeches. This lends support to the belief that Paraplanners are an integral part of the Financial Planning team. It is extremely pleasing to be able to present this award at a conference where the level of support for paraplanners and paraplanning has always been extremely positive. [click to continue…]
Wizard Leaning has once again supported the Paraplanner of the Year by providing the technical assessment and two of the prizes. We are very grateful and would like to help them by letting you know about some new learning material they have just produced .
If you are taking the RO6 exam on 3 October then you will probable be very interested in the expected solution their team of experts have completed based on a detailed analysis of the two R06 case studies that have been issued by the CII .
Included are a list of the questions that they feel could be asked along with a detailed solution. You can now purchase the R06 expected solution for £95 (£79 excluding VAT) for the 3 October exam. In addition you will also get access to Wizard Learning’s CPD and gap filling system for the next two months. This system gives you access to 5 online multimedia courses for subjects R01 to R05 providing you with valuable additional reference material prior to the exam.
Click here now to purchase the expected solution. After purchasing you will get immediate access to the R06 expected solution and the CPD and gap fill system will be added to your record within 24 hours. A 5% discount applies to all Users of this site and anyone else who you forward this email to.
PLEASE NOTE: We have arranged a 5% discount with Wizard Learning. To get your discount you MUST enter the code PARA in the promotion box that appears after you click on the checkout image.
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 in the technical assessment although he just lost out in the tie break. As the overall winner, Gary receives a cheque for £1,000, a full pass and accommodation to the IFP Conference (where the award will be made on Tuesday 4 October), access to Wizard Learning’s structured CPD system for 12 months plus online exam support for 3 years and a trophy.
The technical assessment was won by Sam Ogg of Hedgelands Financial Services in Devon and he wins an iPad 2 and £1,000 of training credits from Wizard Learning.
Well done to all those who entered – the standard was very high this year.