Paraplanners have warned that working in outsourcing should not be viewed as a way to gain experience but rather they should already have the necessary technical experience. Read more ...
Paraplanner Conference: Experience is necessary before working in outsourcing
- Friday, 25 May 2012
- Articles
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Defaqto offers advisers guidance on outsourcing post-RDR
- Thursday, 12 April 2012
- Articles
Defaqto has forecast outsourcing is becoming an attractive proposition for advisers following research that 42 per cent of platform users already outsource their investment process.
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Taylor Oliver explains the benefit of in-house Paraplanners
- Thursday, 23 February 2012
- Articles
The relationship between Financial Planners and Paraplanners was the topic this afternoon as Louise Oliver CFPCM and Claire Goodwin talked about their relationship at Taylor Oliver.
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Paraplanner options boosted at IFP 2011 Annual Conference
- Monday, 12 September 2011
- Articles
This year’s IFP Annual Conference from 3-5 October has new options for Paraplanners to enable them to make the most of the opportunities at the event.
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IFP Certificate in Paraplanning provides credits into CII framework
- Wednesday, 22 June 2011
- Articles
In 2010, the Institute of Financial Planning launched the first professional qualification in the UK to test the skills and competence of Paraplanners - the Certificate in Paraplanning.
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Paraplanner survey results published by IFP
- Thursday, 26 May 2011
- Articles