What is a Paraplanner?

In short a paraplanner is a person who works with a Financial Planner or Financial Adviser and completes a number of the non-client facing tasks involved in preparing and administering a Financial Plan or Report for a client.

Perhaps a little bit of…

Give the ‘Robos’ a break

One thing you can always rely on in financial services is lots of people commenting on stuff, even if it’s not really got anything to do with them. So called ‘Robo advice’ is a popular bit of stuff at the moment. So, in keeping with the stereotype I’ve described, here’s my comment.

Ever wondered how to start up your own outsourced paraplanning business, or grow the one you already run?

Who is financial services technology for?

In a survey carried out by Defaqto in 2011, of the top ten considerations which influence an adviser’s decision to use one piece of kit over another, only one really relates to the functional features of the investment platform.

Work experience at The Paraplanners

James is 16 years old and started his first year of A-Levels in September 2015, studying Economics, English, Maths and Classics. He has an interest in the financial planning/investment industry and asked The Paraplanners if he could spend his week off at half term…

Why and when TheParaplanner.com will be closing down

It’s been almost eight years since TheParaplanner.com launched as a destination for paraplanners across the UK.

And we think it’s fair to say that, when it launched, TheParaplanner.com served a unique purpose: The…

Is that a paraplanning standard in your pocket?