Paraplanning

IFAs hire older female administrators to avoid children interfering

IFAs hire older female administrators to avoid children interfering

How to get younger clients on board with financial advice

How to get younger clients on board with financial advice

Hybrid advice would save paraplanners time

Hybrid advice would save paraplanners time

In Focus: Advice for Women

Q&A: Why I became a paraplanner

The corporate world needs introverts and extroverts

The corporate world needs introverts and extroverts

In Focus: Retirement Income

Advisers urge early planning for pensions

How to make the most of your paraplanner

Keep the jargon out of client correspondence

Ex-PFS president joins outsourced paraplanner

Support for advisers means a stronger industry for all

Ex-IFA launches outsourcing firm

Protection work drives outsourced paraplanning boost

Read it Now: CII exam woes & FSCS levy up 174% for an adviser

Paraplanner of the Year 2020

Advisers on waiting list amid paraplanning boom

How paraplanners get future-ready in an uncertain world

Paraplanner of the year announced by CISI

Covid sees youngsters flock to trainee adviser roles

Using third parties to recruit paraplanners

Paraplanners join forces to expand Plan Works

Paraplanner looks to double in size after lockdown growth spurt

Advisers must make time for their middle office

Paraplanner body rebrands over 'cultural appropriation' concern

Paraplanning is ‘essential’ part of financial advice

Paraplanners can provide specialist help for advisers