An outsourced Paraplanning firm run by a PFS director could be taking on as many as 13 new recruits this year.
Four outsourced Paraplanning bosses will be sharing the secrets to successfully setting up and running a firm like theirs.
Details of a revamped London-based Paraplanners Powwow have been unveiled today, with organisers promising thought provoking ideas and CPD.
I read with interest this week that the term “Financial Planner” has been recognised legally in Australia, writes Simon Culhane, Chartered FCSI, CISI chief executive.
A new Paraplanning trainee scheme is set to start this summer.
A Chartered Financial Planning firm has taken on a new trainee Paraplanner who bosses aim to elevate to Chartered status.
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:
The first in a new series of professional development events for Paraplanners has been held.
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.
Paraplanner Powwow chiefs have vowed to 'fix' platforms, as they revealed the next steps for their growing movement this afternoon.
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