Category: Paraplanner
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Steven McBurnie Leads CISI Paraplanner Group Towards Industry Advancement
Steven McBurnie, the newly appointed Chair of the CISI Paraplanner Interest Group, brings a wealth of experience and a clear vision for the future of paraplanning. His journey into the profession was a deliberate choice, starting with his academic pursuit of financial services, which laid the foundation for his career in the industry. Becoming a…
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Paraplanners Urged to Step into Spotlight for Industry Recognition
Paraplanners, often overshadowed in the financial services industry, are being urged to step into the limelight and assert their professional identity. Zara Okoro, a seasoned senior paraplanner at JG Paraplanning, emphasizes the importance of showcasing the value paraplanners bring to the finance community. Okoro believes that paraplanners face a lack of recognition and exposure compared…
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Retaining Paraplanners: Strategies for Success in Financial Advisory Firms
Paraplanners are crucial to the functioning of advice firms, and the departure of one can create significant challenges for the business. As the New Year brings about a wave of job changes, many small to medium-sized firms may find themselves at risk of losing their valuable paraplanner or administrator. Becoming a Paraplanner: A Comprehensive Guide…
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UK Paraplanners Pursue Chartered Status for Career Advancement
As the New Year unfolds, paraplanners in the UK are setting their sights on new professional goals, with many aspiring to attain Chartered status to elevate their careers. This prestigious qualification holds significant value within the paraplanning profession, signifying expertise and dedication. In a comprehensive exploration of the requirements and benefits of Chartered status, Jenny…
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FAAA Urges Clear Path for Paraplanners to Financial Advisers
The Financial Advice Association Australia (FAAA) has expressed concerns regarding the lack of a clear pathway for paraplanners to transition to financial advisers under the proposed Australian Bureau of Statistics (ABS) classifications. In its submission to the ABS Australian and New Zealand Standard Classification of Occupations (ANZSCO), the FAAA highlighted the need for changes in…
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AI Integration Empowers Paraplanners in Financial Advisory Evolution
Paraplanners and IFA administrators are reassured that their jobs are secure amidst the rise of artificial intelligence. While AI is transforming various industries, the financial sector included, professionals in these roles are encouraged to adapt and grow alongside technological advancements. The evolution of AI presents opportunities for paraplanners to enhance their skills and contribute more…
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Paraplanners’ Strategic Evolution Shapes Financial Advice Firms’ Future
Paraplanners have transitioned from mere support roles to becoming pivotal figures in financial advice firms. Their evolution signifies a shift towards strategic partnership, where their expertise is not just valuable but integral to firm efficiency and client strategy. Becoming a Paraplanner: A Comprehensive Guide to the Profession | $0.00 Efficiency lies at the core of…
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Paraplanners’ Crucial Role in Financial Advice Evolution Unveiled
Paraplanners are taking center stage in the financial advice sector, as revealed in The Lang Cat’s ‘State of The Advice Nation’ report. Insights Director, Steve Nelson, delves into the findings alongside Senior Financial Journalist, Jenny Hunter, who brings a unique perspective as a Chartered Paraplanner. The report highlights a growing trend of paraplanners opting to…
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Paraplanning Emerges as Top Career Choice in Financial Services
Paraplanning, once overshadowed by the more visible role of financial advisers, is now stepping into the limelight. Recent research has shown a surprising trend, with more individuals considering a career as a senior paraplanner than as a financial adviser. This shift in perception is attributed to factors such as a desirable salary, work/life balance, and…
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Former St. James’s Place Employee Raises Pension Advice Concerns
A former paraplanner who previously worked at St. James’s Place has raised concerns about the lack of pension advice he received during his employment. The ex-employee disclosed that despite leaving the company in 2019, his complaint regarding the absence of guidance on his pension transfer has remained unresolved for over nine months. Becoming a Paraplanner:…