Category: Paraplanner
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Paraplanners Urged to Embrace Technology Amid AI Revolution
Paraplanners are being encouraged to embrace technological advancements in the face of the ongoing AI revolution. At the Empowering Advice Through Technology (EATT) conference in London, TFAS Wealth CEO Jeff Lange and Chesterton House Financial Planning program manager Sapna Shapero highlighted the need for paraplanners to adapt and upskill to remain competitive in the changing…
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Steven McBurnie’s Vision for Paraplanning: Leading CISI’s Future
Steven McBurnie has taken on the role of Chair of the CISI Paraplanner Interest Group, marking a significant milestone in his career within the financial services sector. In a recent conversation with Jenny Hunter, a fellow paraplanner, McBurnie delved into his professional journey and shared insights into the evolving landscape of paraplanning. The field of…
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Paraplanners: Key Players in Shaping Financial Strategies and Firm Culture
Paraplanners have transitioned from traditional support roles to becoming pivotal players in the financial advice sector, significantly influencing firm strategies and culture. Their evolution reflects a paradigm shift in how they contribute to the efficiency, strategic decision-making, and overall success of financial planning businesses. In the dynamic landscape of financial services, paraplanners are no longer…
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Paraplanners Urged to Embrace AI for Future Success
In the realm of financial planning, the role of paraplanners stands at a critical juncture as the advent of artificial intelligence (AI) continues to reshape the industry landscape. At the Empowering Advice Through Technology (EATT) conference in London, TFAS Wealth chief executive, Jeff Lange, and Chesterton House Financial Planning programme manager, Sapna Shapero, emphasized the…
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Paraplanners: Emerging as Top Career Choice Over Financial Advisers
In the realm of financial services, a shift in career preferences is emerging, with paraplanners gaining traction over traditional financial advisers. Surprisingly, recent research conducted by recruitment platform Indeed in collaboration with the St James’s Place (SJP) Financial Adviser Academy reveals a noteworthy trend. While only a mere 4% of respondents expressed interest in pursuing…
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Help – my Paraplanner is Leaving!” – Retention Strategies for Adviser Firms
In the world of adviser firms, the departure of a paraplanner can be a distressing event, prompting a need for effective retention strategies. As small to medium-sized firms anticipate potential staff turnover during the New Year’s job transition period, the focus shifts to maintaining a sustainable, profitable, and client-focused business model. Lewis Byford, co-founder of…
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Paraplanners Shine Bright: Surprising Career Preference Over Financial Advisers
Paraplanners are emerging as a popular career choice, overshadowing financial advisers in unexpected ways. Recent research conducted by recruitment platform Indeed in collaboration with the St James’s Place (SJP) Financial Adviser Academy revealed a notable trend – while only 4% of respondents had contemplated a career as a financial adviser, a surprising 9% had considered…
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Standing Out: Paraplanners’ Key to Success in Today’s Job Market
In today’s competitive job market, paraplanners are seeking ways to distinguish themselves and advance their careers, whether by expanding their current roles or transitioning into advisory positions. Lewis Byford, co-founder of Antony George Recruitment and The Financial Planning Club, shared valuable insights on how paraplanners can elevate their profiles and increase their marketability. Beyond traditional…
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Female Paraplanners Empowered to Break Industry Mould, Says Expert
In a male-dominated financial industry, female paraplanners are urged to shun the pressure of conforming to traditional norms, as highlighted by industry expert Katie Burgess. Burgess, a seasoned senior paraplanner and financial planning executive at Crowe Financial Planning, emphasized the significance of female paraplanners charting their unique paths rather than trying to emulate their male…
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Paraplanners Adapt to AI Shift with Vital Upskilling at Conference
Paraplanners Embrace Upskilling Amid AI Evolution As the financial industry undergoes significant transformations driven by artificial intelligence (AI), the role of paraplanners remains integral, with a call for upskilling to adapt to the changing landscape. Sapna Shapero, the Program Manager of Operations at Chesterton House Financial Planning Programme, emphasized the importance of enhancing skills for…