I was pleased, if slightly nervous, about being invited to lead two sessions on suitability report writing at the Paraplanners Powwow, an event which took place in the Northamptonshire countryside in September. The event was a huge success with some very interesting discussions, not just about the different ways paraplanners put reports together, but […]

If my wife sends me to the shop (as is often the case; I do as I’m told) to get ‘one of those round fruits with the really nice juice, you know, for breakfast’, I might come home with an orange. Or maybe a grapefruit. And so it is with administrators and paraplanners. The two […]

Hello. Are you an outsourced paraplanner? Nice to meet you, so to speak. So, what are your plans for your business in 2013? I would like to grow my business. In order to do this, I’m on the hunt for a business partner. Not a capital investor, but another outsourced paraplanning firm with whom we […]

What are the benefits of outsourcing your paraplanning?   1.       Access a greater range of experience, especially if your outsourcer employs a number of paraplanners with a variety of qualifications and experience. 2.       You needn’t be making a long term commitment – it’s a more flexible arrangement than having staff. There’s no need to make […]

Much has been written about the role of the Paraplanner in recent weeks. Most has been positive but some not so complimentary. Why do some Financial Advisers see a Paraplanner as a value added service and others see them as an expensive commodity? Let’s consider the following points: What exactly does a Paraplanner do? We […]

What a difference a few years make! Whilst the financial services industry has never stood still for long, this ever-changing environment has seen the role of the Paraplanner become established, recognised and more importantly, respected. A Paraplanner is now seen as a valuable commodity within an IFA business. We have seen the implementation of a […]

It’s a busy time of year from now until Christmas. With the RDR deadline looming, many advisers are looking at oursourcing their paraplanning. But what are the qualities you should look for in your oursourced paraplanning provider? We’ve complied a top ten list: Capacity: Ensure they have the ability to take on the volume of […]