Tag Archives: Paraplanning

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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ESG data Challenge – Greenwashing?

Very interesting and topical article on greenwashing and ESG data Challenge from SCM Direct.     I think financial advisers need to tread carefully before jumping down the ESG rabbit hole, given that, in a paper by State Street, for four leading data providers’ their ESG scores still have less than 50% correlation to each other … Continue reading ESG data Challenge – Greenwashing?

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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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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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How Can You Trust An Outsourced Paraplanner?

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?

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Outsourced Paraplanning Fees

The question around outsourced paraplanning fees has been on a lot of people’s minds over many years, there are a few posts littered throughout the internet – as well a number of companies that do list fees and costs publicly on their websites. A thread of posts on The Paraplanner Website suggests that outsourced paraplanning … Continue reading Outsourced Paraplanning Fees

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Outsourced Paraplanning Near Me

Outsourced Paraplanning Near Me – Contacting Us

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

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