It seems to be one of the eternal questions when your business starts to grow – how do we increase the head count? There are pros and cons of both, and many people fall on the side of taking on a full-time member of staff as they ‘get’ the culture and can perform other tasks … Continue reading Freelancing Vs Taking On A Member Of Staff
The role of a financial adviser is all about one thing – delivering the very best 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 your … Continue reading Top 5 Tips For Delivering Your Best Financial Advice
There comes a time in a growing IFA business where you have a decision to make – do I look for a paraplanner to help me grow? And the choices here are hiring someone or outsourcing. With the advice in books such as The 4 Hour Work Week, outsourcing has become big business. But when … Continue reading How Can You Trust An Outsourced Paraplanner?
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
Great to see the top 100 financial advisers 2019 listing. Interesting to see that 80% of the Top 10 financial advisers are in the largest size category having over 25 CF30s. For the full Top 100 results see link on FT.com website. Fresh industry insights can also be found on our social channels, love to … Continue reading TOP 100 Financial Advisers 2019
We are looking forward to attending the PFS Regional Conference Q1 2020. Of particular interest is the session focused on Embracing ESG Into Your Investment Proposition – Manchester. The event is a full day, sessions including: Active Minds – More than meets the eye: The transformation of Japan Professional Qualifications Officer Chartered Champion Embracing ESG … Continue reading Embracing ESG Into Your Investment Proposition – Manchester
At the Paraplanning Hub, our vision is that you will be able to have outsourced paraplanning near you.. Our model is to have 10 hubs based throughout the UK – including Manchester, Leeds, Edinburgh, Birmingham, and London. The first hub and headquarters are based in the North East of England in County Durham, within The … Continue reading Outsourced Paraplanning Near Me – Contacting Us
Congratulations to all who have recently passed their CII AF exams – becoming newly chartered financial planners. I remember going through the same joy when another G paper was passed many years ago. Although I did not have LI to announce my successes on back then. Becoming a chartered financial planner is a huge achievement … Continue reading Chartered Financial Planners – CONGRATULATIONS!
Time to come indoors – Paraplanning and Winter Cycling I normally do 4/5000 miles of cycling a year with the majority of those miles being done outdoors on one of my two favourite road bikes, from Orbea and Canyon. In my view, there is nothing better than three/four hours spent outside cycling. Come … Continue reading Paraplanning and Winter Cycling