Tag Archives: Financial Advisers

The future of UK paraplanning is already here…

The future of UK paraplanning is already here, it is just currently based in Australia.   I have recently had the good fortune of mixing a trip to Australia to catch up with family and look in on a couple of the mega paraplanning businesses based in Perth Australia.   Before going into further detail … Continue reading The future of UK paraplanning is already here…

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Why paraplanning is not just about report writing.

Back in the early days of my career, I was provided with a laptop (cutting edge in the early 1990’s) which was used to fact find, obtain quotes off the exchange and write my own reports. Back then I had no idea that I was actually doing my own ‘paraplanning’, it was just part of … Continue reading Why paraplanning is not just about report writing.

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Six Sigma in Financial Planning Practices

Six Sigma in Financial Planning Practices

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

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Outsourced Paraplanning – Effective Suitability Reports

  Building on Outsourced Paraplanning (Effective Suitability Reports), in which Rory Percival sets out his concerns over suitability report letters, ATEB Consulting’s Steve Bailey presents a few of the more common issues that the compliance firm discovers in adviser files put together without the aid of a qualified paraplanner.    1 – Reports being twice … Continue reading Outsourced Paraplanning – Effective Suitability Reports

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Paraplanning Costs - Outsourcing Fees

Paraplanning Costs – From £40 per hour

In order to keep paraplanning costs down, the Paraplanning Hub offers outsourced paraplanning fees from £40 per hour. The Paraplanning Hub pricing plans have been designed with your busy and growing financial planning practice in mind. We are here to help you quickly and efficiently deploy additional Paraplanning resources to enable you to meet the needs … Continue reading Paraplanning Costs – From £40 per hour

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How To Find A Quality Paraplanner At Short Notice

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

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Maternity Leave And Financial Advisers..

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..

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Professional financial advice – ONLY 18% listen! ..Part 3

Taking professional financial advice – Part 3 Why only 18% of adults seek professional financial advice. Even though my previous articles have shown working with a financial adviser can produce a real tangible financial gain (Part 1) and actually make you happier (Part 2) less than 20% of UK adults actually engage with one (18% … Continue reading Professional financial advice – ONLY 18% listen! ..Part 3

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Financial advice can make you happier – Part 2

(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

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