A 21-year-old Paraplanner has qualified as one of the youngest ever Personal Finance Society Fellows.
Read more ...SJP Paraplanner is new CISI Financial Planning head
- Monday, 09 November 2020
- Articles
The Chartered Institute for Securities & Investment (CISI) has appointed St James’s Place Paraplanner Sally Plant as its new head of Financial Planning.
Read more ...Bendall launches new outsourced Paraplanning firm
- Wednesday, 28 October 2020
- Articles
Experienced Paraplanner Kim Bendall has launched an outsourced Paraplanning firm called Go Paraplanning.
Read more ...Paraplanners share Working from Home experiences
- Tuesday, 06 October 2020
- Articles
Working from home can be daunting at first but many Paraplanners have risen to the challenge during the pandemic, according to a report in the latest Financial Planning Today magazine - sister publication to Financial Planning Today website.
Read more ...Pippa wins CISI Paraplanner Of The Year Award
- Friday, 25 September 2020
- Articles
The Chartered Institute for Securities & Investment has named Pippa Oldfield, assistant manager, at Mazars UK as its Paraplanner Of The Year.
Read more ...Paraplanners team up to meet Financial Planner demand
- Thursday, 03 September 2020
- Articles
Plan Works has partnered with Siân Davies Cole to expand the firm's outsourced service to Financial Planners.
Read more ...Financial Planners reduce hours to care for others
- Friday, 24 July 2020
- Articles
Almost three quarters (73%) of Financial Planners reduced their working hours to support others or provide home schooling during the Coronavirus pandemic, according to a new report.
Read more ...4 in 10 professionals using video for new business
- Wednesday, 22 July 2020
- Articles
Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.
Read more ...Paraplanners' annual 'unconference' goes virtual
- Wednesday, 22 July 2020
- Articles
The Paraplanners Assembly, the support community for Paraplanners, is to run its annual conference as a virtual event called ‘The Big Day Out In.’
Read more ...CISI 2020 Paraplanner Conference goes virtual
- Wednesday, 15 July 2020
- Articles
The CISI’s Paraplanner Conference in September has been converted from a physical to a virtual event due to the Coronavirus pandemic.
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