Category: Paraplanner
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Rise of Career Paraplanners: Advisers Transition Roles for Growth
The financial industry is witnessing a significant shift in career paths as more professionals are embracing the role of a “career paraplanner.” Traditionally, individuals would progress from administrative roles to becoming paraplanners and eventually financial advisers. However, the emergence of the career paraplanner trend is reshaping this trajectory. Matthew Harrison, a paraplanning team leader at…
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Unveiling the Paraplanner’s Chartered Journey: Requirements and Career Impact
In the realm of financial planning, the journey to achieving Chartered status as a Paraplanner is a significant milestone that requires dedication and expertise. As the New Year unfolds, many Paraplanners in the UK are setting their sights on this prestigious qualification to advance their careers. But what exactly does it take to attain Chartered…
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Rising Interest: Paraplanners Surpass Financial Advisers in Career Consideration
In a surprising turn of events, recent research indicates a growing interest in pursuing a career as a senior paraplanner over a financial adviser. A study conducted by recruitment platform Indeed in collaboration with the St James’s Place (SJP) Financial Adviser Academy revealed that a higher percentage of respondents have contemplated becoming a senior paraplanner…
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Female Paraplanners Empowered to Break Industry Mould – FTAdviser
In the financial planning industry, female paraplanners are encouraged to break free from the traditional mold and carve their own path to success. Katie Burgess, a seasoned senior paraplanner and financial planning executive at Crowe Financial Planning, emphasizes the importance of disregarding the pressure to conform to existing norms. She acknowledges the common scenario where…
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Paraplanner Visionary Steven McBurnie Leads CISI with Strategic Insights
Steven McBurnie, the newly appointed Chair of the CISI Paraplanner Interest Group (PPIG), is a visionary leader with a profound understanding of the evolving landscape of paraplanning. His journey into the financial services industry was not accidental but a deliberate choice stemming from his academic background in financial services. With a solid foundation in pension…
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Acumen Financial Partnership Welcomes New Paraplanner to Team
Acumen Financial Partnership, a financial firm based in West Lancashire, recently welcomed a new paraplanner to their team. This strategic move aims to enhance the support provided to the company’s financial advisers. The newly appointed paraplanner, Julie Cranny, brings with her a wealth of experience from her 15-year tenure at Charles Stanley Financial Partnership. The…
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Paraplanners: Tips to Excel in Today’s Competitive Job Market
In today’s competitive job market, paraplanners are seeking ways to distinguish themselves and advance in their careers. With a growing demand for skilled professionals in the financial advisory sector, paraplanners are exploring avenues to expand their roles and transition into advisor positions. To navigate this dynamic landscape, Lewis Byford, co-founder of Antony George Recruitment and…
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Qld-Based Paraplanning Business Acquired by New Owners for Growth
A Queensland-based paraplanning business, Contract Paraplanning Services (CPS), has recently undergone a change in ownership, with two new owners taking the reins to propel the company towards further expansion. Established by Hayley Knight in Cairns back in 2013, CPS specializes in offering outsourced paraplanning services on a contractual basis, allowing financial advisors to streamline their…