The Paraplanners’ Assembly, the support and training network for Paraplanners, is to hold its annual 'Big Day Out' event on 12 September.
Read more ...Chartered Planner joins IFA Continuum in St Albans
- Friday, 14 June 2024
- Articles
National adviser financial adviser Continuum has recruited ex-Paraplanner James Barber as a new Chartered Financial Planner for its St Albans office.
Read more ...PFS adds suitability report guide
- Wednesday, 29 May 2024
- Articles
The Personal Finance Society’s Paraplanning panel has published a guide to support members in writing suitability reports.
Read more ...PFS Annual Paraplanning Conference gets under way
- Wednesday, 08 May 2024
- Articles
The Personal Finance Society’s annual Paraplanning Conference, Purely Paraplanning 2024, gets under way today in London.
Read more ...Training firm launches first conference for Paraplanners
- Thursday, 02 May 2024
- Articles
Training provider Compliance and Training Solutions (CATS) is to launch its first conference for Paraplanners.
Read more ...Chartered Planner is keynote at PFS Paraplanning event
- Tuesday, 02 April 2024
- Articles
Amira Norris, a business development director with more than 20 years’ experience across all areas of Financial Planning, will be the keynote speaker at the Personal Finance Society (PFS) 2024 Purely Paraplanning event.
Read more ...Comment: What Paraplanners can learn from rugby
- Wednesday, 03 January 2024
- Articles
In the latest Paraplanning column for Financial Planning Today Magazine, Paraplanning mentor and rugby player Sam Patterson looks at what the sport can teach financial professionals.
Read more ...Fairstone completes takeover of £160m AUM Chartered firm
- Wednesday, 13 December 2023
- Articles
National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.
Read more ...PFS Conference: AI could cut Paraplanner and admin jobs
- Thursday, 02 November 2023
- Articles
Artificial intelligence (AI) technology could proportionately cut the number of Paraplanners and admin staff working in the profession in future but lead to more Financial Planners being employed, the PFS Annual Conference heard today.
Read more ...PFS Conference: Nearly 1,000 battle weather to attend
- Thursday, 02 November 2023
- Articles
Nearly 1,000 attended today's Personal Finance Society (PFS) Annual Conference despite delegates having to battle stormy weather to get to the venue, the prestigious new ICC Centre near Newport, Wales.
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