Category: Paraplanner
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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,…
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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…
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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…
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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…
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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…
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Paraplanning Evolves: Insights from Industry Expert Alan Gow
The role of paraplanning has seen a shift in perception over the years, as highlighted by Alan Gow, owner of Argonaut Paraplanning. In a recent discussion with FT Adviser, Gow emphasized that paraplanners are deeply involved in the technical aspects of advice and investment strategies, contrary to the misconception that they merely fill in templates…
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Industry Experts Reassure Paraplanners Amid AI Advancements
Paraplanners attending the Empowering Advice Through Technology (EATT) conference in London were reassured by industry experts that the rise of artificial intelligence (AI) should not be a cause for concern in replacing their roles. TFAS Wealth chief executive Jeff Lange and Chesterton House Financial Planning programme manager Sapna Shapero emphasized the importance of upskilling to…
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Paraplanners Navigate Evolving Financial Landscape with Technology Integration
Paraplanners play a crucial role in the financial services industry, ensuring that clients receive sound advice and comprehensive planning for their financial future. Ellie Summers, a senior paraplanner at Atomos, emphasizes the importance of staying up-to-date with industry changes and regulations. She highlights the evolving nature of the role, driven by the need to adapt…
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Paraplanners Shifting Career Goals: Survey Reveals Surprising Trends
In the realm of financial planning, the path from paraplanner to financial adviser is a common trajectory. However, recent insights from the 2023 Australian Paraplanner Survey shed light on a surprising trend – only 21% of paraplanners aspire to transition into an adviser role. This statistic underscores a prevailing contentment among paraplanners with their current…
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Paraplanners Rise: Embracing Specialization and Leadership in Finance
In the realm of financial planning careers, paraplanners have often been overlooked, relegated to support roles. However, this perception is rapidly changing as more paraplanners attain chartered status and take charge of their professional growth. The landscape for paraplanners is evolving, offering diverse and forward-looking career paths. IFA Magazine explores this transformation in a series…