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..
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?
The Paraplanning Hub aims to make outsourcing your paraplanning as easy as 1 2 3, we also admire other companies and technology that makes other aspects of our lives easier – check out here how you can travel more comfortably on the train for MUCH LESS. The price of UK rail travel is, in comparative … Continue reading 1st Class Train Travel – EASY as 1 2 3
A couple of the eternal questions when your financial planning business starts to grow – freelance paraplanner or new staff member? 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 when needed. … Continue reading Freelance Paraplanner Vs New Staff Member
Paraplanning Hub – Zooming into 2020 In a previous blog, I discussed how I was first introduced to dedicated technically qualified paraplanning support over 20 years ago whilst working as a financial planner at the accountants PwC. Once encountered I was forever hooked! One of the biggest benefits of having dedicated paraplanning support … Continue reading Paraplanning Hub – Zooming into 2020
A question that always comes up when we are talking to prospective clients that are looking to start a Parapartnership with us is around how we carry out our work and in particular what financial ‘tools’ do we use. Over the years we have used many different technologies, we have refined this down to a … Continue reading ParaplanningHub Software Tools we use.