A 21-year-old Paraplanner has qualified as one of the youngest ever Personal Finance Society Fellows.

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The Chartered Institute for Securities & Investment (CISI) has appointed St James’s Place Paraplanner Sally Plant as its new head of Financial Planning.

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Experienced Paraplanner Kim Bendall has launched an outsourced Paraplanning firm called Go Paraplanning.

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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.

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The Chartered Institute for Securities & Investment has named Pippa Oldfield, assistant manager, at Mazars UK as its Paraplanner Of The Year.

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Plan Works has partnered with Siân Davies Cole to expand the firm's outsourced service to Financial Planners.

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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.

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Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.

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The Paraplanners Assembly, the support community for Paraplanners, is to run its annual conference as a virtual event called ‘The Big Day Out In.’

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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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