As a financial services firm, you will need a quality team to help you deliver the best advice to your clients. Building and leading a team takes up a lot of time and effort. When you get it right, you know what the sweet spot is. Getting it wrong feels very different. There may be … Continue reading How To Find A Quality Paraplanner At Short Notice
To clarify, we do not accept CVs from recruitment agent – during our Paraplanner recruitment process. So, if you are an experienced paraplanner looking for a new role and live within commuting distance of The Old Brewery, Castle Eden, Co Durham, this could be the role for you. We are looking for those people, the … Continue reading Paraplanner recruitment – we are hiring in Durham
Six Sigma in Financial Planning Practices To many people, Six Sigma is ‘something done in manufacturing’. To me having spent six months obtaining my Black Belt and reviewing the processes within my own paraplanning business, I totally disagree. Although 6 Sigma has its roots in the 1980’s it has been applied successfully within the services … Continue reading Six Sigma in Financial Planning Practices
Final Salary DB Transfers Enquiries Having spent 25 years of my career as an adviser and advised on my fair share of pension transfers (final salary) over that period. I have also been undertaking the research and analysis on final salary DB transfers on behalf of financial advisers, within Paraplanning Hub, for nearly 4 years … Continue reading Final Salary DB Transfers Enquiries – UK
What is the best course of action – covering maternity Leave? If you need to arrange maternity leave cover because your paraplanner lets you know that they are pregnant and will be leaving the company, for a temporary period of time, then you can go into a blind panic. As an integral part of the … Continue reading Maternity Leave And Financial Advisers..
(Working with a professional financial adviser – Part 2.) It appears taking financial advice can make you happier, I know I was surprised too. But stick with me on this one. Firstly, full disclosure, the article is US biased. Although I do tend to think money is a global leveller so I am comfortable in … Continue reading Financial advice can make you happier – Part 2
The role of a financial adviser is all about one thing – delivering the very best financial advice to your clients. It might look easy when you first start out, full of ideals, that you can deliver this time after time. But once you have been in the role for some time, the trees cover … Continue reading Top 5 Tips For Delivering Your Best Financial Advice.
A recent report by the International Longevity Centre UK (ILC) (read in full here) concluded that people who worked with a professional financial adviser were a very impressive £47,706 better off over a 10 year period. This value was made up of an increase in overall asset values including accumulated pension wealth. Yes, the above … Continue reading Working With a Professional Financial Adviser – Part 1
How Can You Trust An Outsourced Paraplanner? There comes a time in a growing IFA business where you have a decision to make – do I trust an outsourced paraplanner to help me grow? The choices here are hiring someone or outsourcing. With the advice in books such as The 4 Hour Work Week, outsourcing … Continue reading How Can You Trust An Outsourced Paraplanner?