A Chartered Financial Planning firm has taken on a new trainee Paraplanner who bosses aim to elevate to Chartered status.
Read more ...Chartered firm hires trainee Paraplanner on holistic path
- Thursday, 09 March 2017
- Articles
Paraplanner Standard may require Diploma minimum
- Friday, 24 February 2017
- Articles
Jenny Ryan from AAB Wealth Chartered Financial Planners is a member of committee set up by Standards International for creating a Paraplanning Standard. Here she writes about the committee’s ambitions and hopes for their project and what the latest news of progress is:
Read more ...Paraplanner professional development events begin
- Thursday, 23 February 2017
- Articles
The first in a new series of professional development events for Paraplanners has been held.
Read more ...Paraplanner recruited by planning firm as new head of advice
- Thursday, 16 February 2017
- Articles
Ascot Lloyd, the Financial Planning and wealth management firm, has recruited a former head of Paraplanning to a senior new role as head of advice where she will lead a strategic review of the company’s advice process.
Read more ...Paraplanners aim to ‘fix’ platforms - ‘warts and all’
- Tuesday, 31 January 2017
- Articles
Paraplanner Powwow chiefs have vowed to 'fix' platforms, as they revealed the next steps for their growing movement this afternoon.
Read more ...Big jump in DB cases analysed by advisers and Paraplanners
- Monday, 30 January 2017
- Articles
The number of pension transfers out of DB scheme cases that were analysed by advisers and Paraplanners in 2016 rose significantly, research suggests.
Read more ...Rising numbers of advice firms plan to hire more staff
- Tuesday, 24 January 2017
- Articles
Increasing numbers of advice firms are actively planning to hire more staff this year, according to a report.
Read more ...Cost of taking Paraplanning standard assessment revealed
- Monday, 16 January 2017
- Articles
The cost of taking the assessment to gain a new Paraplanning standard will start at £347.
Read more ...New Paraplanning standard 'not a competition'
- Wednesday, 11 January 2017
- Articles
An organisation that has pledged to set up the much-discussed Paraplanner standard says it needs to be “a collaborative effort rather than a competition”.
Read more ...Financial Planning bosses: What we want from Paraplanners
- Tuesday, 10 January 2017
- Articles
Owners and directors of Financial Planning and Paraplanning businesses have been revealing what is on their wish lists when it comes to hiring new Paraplanners.
Read more ...