Category: Paraplanner
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Paraplanning Industry Transformation: Weekes Family Acquires Contract Service Leader
Clinton and Chloe Weekes have made a significant stride in the paraplanning industry by acquiring Contract Paraplanning Services (CPS) from Hayley Knight. This move marks a pivotal moment in the evolution of contract paraplanning services, blending CPS’s established reputation with the Weekes’ forward-thinking approach and extensive expertise. The transition of ownership sets the stage for…
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Financial Paraplanner Joins Berkshire Money Management, Enhancing Client Services
Berkshire Money Management has recently welcomed a new addition to their team, Michael O’Brien, as a Financial Paraplanner. With a background in the insurance industry, O’Brien brings valuable experience in client service and financial planning, particularly catering to high-net-worth individuals. His role at Berkshire Money Management involves supporting the Director of Financial Planning and learning…
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Creating Super SMART Client Goals with Sparrow Solutions
In the realm of financial planning and advice, setting SMART client goals is paramount for delivering tailored recommendations that align with individual needs and aspirations. Sparrow Solutions, under the guidance of Caroline Stuart, emphasizes the significance of understanding clients’ life objectives and financial ambitions to provide personalized advice effectively. By establishing Specific, Measurable, Achievable, Relevant,…
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Meet Kearsten James: Paraplanner of the Year
Kearsten James, the Head of Advice at Tupicoffs Pty Ltd in Brisbane, has been recognized as the Paraplanner of the Year by Money Management. Described as a paraplanning specialist and a role model for professional paraplanners, James stood out for her leadership in the paraplanning team at Tupicoffs and her involvement in the investment committee.…
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Berkshire Money Management Welcomes Michael O’Brien as Financial Paraplanner
Berkshire Money Management has recently expanded its team by welcoming Michael O’Brien as a financial paraplanner. O’Brien, previously employed in the insurance sector, brings a wealth of experience in client service and financial planning to his new role. His expertise lies in assisting high-net-worth individuals in safeguarding their assets and securing their financial futures. In…
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Financial Paraplanner Joins Berkshire Money Management Team
Berkshire Money Management, a financial and retirement planning firm based in Dalton and Great Barrington, has expanded its team with the addition of Michael O’Brien as a Financial Paraplanner. O’Brien, previously employed in the insurance sector, brings a wealth of experience in client service and financial planning to his new role. His background includes assisting…
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Paraplanner of the Year Revealed: Women in Wealth Awards
The Women in Wealth Awards 2024, in partnership with the Emerge Foundation, have recently announced the finalists for this prestigious event. These awards aim to honor and recognize women who have demonstrated exceptional dedication and leadership in the financial services sector. With a total of 138 finalists selected for various categories, the awards celebrate the…
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Paraplanners: Essential Collaborators in a Post-AI Financial World
In a rapidly evolving financial landscape where artificial intelligence (AI) is gaining prominence, the role of paraplanners is increasingly under scrutiny. The traditional perception of paraplanners as mere assistants is being challenged, with industry experts like Scott Daniels, the PFS paraplanner of the year, emphasizing that paraplanners are more than just support staff; they are…
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Kaplan Launches Advanced Diploma for Paraplanners to Boost Adviser Pipeline
Kaplan Professional has introduced a new initiative aimed at enhancing the pool of financial advisers by launching an Advanced Diploma for Paraplanners. This move comes in response to the industry’s recognition that solely relying on recent graduates for new advisers may lead to a slow replenishment of the workforce. The Advanced Diploma in Paraplanning is…
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PFS Unveils Purely Paraplanning 2025 Conference Program
The Personal Finance Society (PFS) has recently disclosed the program details for its upcoming Purely Paraplanning 2025 conference scheduled for 7th May in central London. As a significant professional body with over 40,000 members and the authority to grant the Chartered Financial Planner designation, PFS has curated a program specifically tailored to address the evolving…