Category: Paraplanner
-
Career Paraplanners Transforming Financial Advising Landscape with Specialized Expertise
The rise of the ‘career paraplanner’ has seen a significant shift in the roles of financial advisers, with many professionals transitioning to this specialized field. This evolution has been driven by factors such as improved earning potential and expanded career opportunities, prompting a growing number of IFAs to make the switch. Becoming a Paraplanner: A…
-
Gender Gap Narrows in Paraplanning, Signaling Financial Industry Progress
The gender gap in the field of paraplanning has shown a promising trend, with data revealing a 16 percentage point difference between male and female professionals in this role. This statistic sheds light on the evolving landscape of the financial industry and the strides being made towards gender equality within specific job functions. Becoming a…
-
New Talent Alliance Enhances Financial Planning Apprenticeships in UK
The New Talent Alliance, an industry-led initiative, has introduced a revised Level 4 Apprenticeship Standard in Financial Planning and Paraplanning in the UK. This initiative aims to enhance access to careers in financial planning and provide essential support and training for entry-level talent in the industry. Becoming a Paraplanner: A Comprehensive Guide to the Profession…
-
Paraplanners Empowered to Choose Career-Aligned Firms for Growth
Paraplanners are currently in a favorable position within the job market, with the flexibility to choose the right firm for their career path. Caroline Stuart, the founder of Sparrow Paraplanning, highlighted the growing trend where paraplanners have the autonomy to select firms that align with their professional goals and skill sets. Becoming a Paraplanner: A…
-
New Talent Alliance Launches Enhanced Financial Planning Apprenticeship Standard
The New Talent Alliance has recently introduced a revamped Level 4 Apprenticeship Standard in Financial Planning and Paraplanning in the UK. This initiative, led by industry experts, aims to enhance opportunities in financial planning careers and provide essential training for aspiring professionals. Becoming a Paraplanner: A Comprehensive Guide to the Profession | $0.00 Tom Hegarty,…
-
Women’s Wealth Alliance Survey Empowers Female Professionals in Finance
The Women’s Wealth Alliance, in collaboration with YouGov and IBoss, has launched a survey targeting female professionals in the UK financial services sector. This initiative aims to gather insights and perspectives from women working in various financial roles, including paraplanners. Becoming a Paraplanner: A Comprehensive Guide to the Profession | $0.00 The Women’s Wealth Alliance,…
-
New Financial Planning Apprenticeship Standard Revolutionizes Talent Development
A new apprenticeship standard for financial planning and paraplanning is set to launch in England, marking a significant development in the financial advice profession. The updated Level 4 Apprenticeship Standard integrates the training for both financial advisers and paraplanners, streamlining the pathway for future talent in the sector. This approach, developed in consultation with industry…
-
Jasmine Pandey’s Journey: From Paraplanner to Aspiring Financial Adviser
In a reflective journey, Jasmine Pandey shares her insights from a recent trip to Japan and South Korea as she celebrates her 30th birthday. The experience of exploring new cultures and landscapes resonated deeply with her aspirations of becoming a financial adviser. Becoming a Paraplanner: A Comprehensive Guide to the Profession | $0.00 While currently…
-
Paraplanners: Key Partners in Financial Advisory Success
Paraplanners play a crucial role in the financial advisory sector, providing essential support and expertise to independent financial advisors (IFAs) and firms. Hannah Wynick, representing Core Financial Paraplanning Limited, emphasizes the value that paraplanners bring to IFAs, particularly those operating solo. Becoming a Paraplanner: A Comprehensive Guide to the Profession | $0.00 With a keen…
-
Paraplanners Seek Fair Recognition Amid Industry Challenges
Paraplanners are increasingly embracing their profession as a distinct career path, as revealed in the Lang Cat’s State of the Advice Nation report. Contrary to the common perception of paraplanners transitioning into advisory roles, a significant majority see their future within paraplanning itself rather than moving into advice roles. Becoming a Paraplanner: A Comprehensive Guide…