Paraplanners are being invited to take part in an independent ‘powwow' forum event this autumn - with sessions hosted in teepees.
The Financial Services Authority (FSA) has told paraplanners they should challenge their financial advisers on suitability letters to help meet regulatory requirements and improve relationships with clients.
The Chartered Insurance Institute (CII) is to introduce a Level 4 Certificate in Paraplanning, following in the footsteps of the Institute of Financial Planning (IFP), which launched a similar qualification last year.
The Institute of Financial Planning (IFP) has confirmed its Certificate in Paraplanning has been recognised under the Chartered Insurance Institute (CII) qualifications framework.
Paraplanners must have some sort of client-facing role within a successful advisory business, according to Phil Billingham.
Paraplanner Martin Vaughan gives his top tips on creating the ideal client suitability lettter.
How much do you know about the average paraplanner and their aspirations?
Axa Wealth's new Professional Edge consultancy service is launching a series of nationwide seminars focusing on paraplanner development.
The level of hourly fees charged by advisers for their paraplanners varies widely from zero to £185, according to research by threesixty.