A Chartered Financial Planning firm has taken on a new trainee Paraplanner who bosses aim to elevate to Chartered status.

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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:

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The first in a new series of professional development events for Paraplanners has been held.

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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.

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Paraplanner Powwow chiefs have vowed to 'fix' platforms, as they revealed the next steps for their growing movement this afternoon.

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The number of pension transfers out of DB scheme cases that were analysed by advisers and Paraplanners in 2016 rose significantly, research suggests.

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Increasing numbers of advice firms are actively planning to hire more staff this year, according to a report.

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The cost of taking the assessment to gain a new Paraplanning standard will start at £347.

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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”.

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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.

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