Conducting R(ESG)Search

As a paraplanner, there are a number of aspects you need to think about when it comes to ESG investments. Grant Callaghan, Paraplanning Techspert, Para-Sols, provides some key points to consider when researching. Know the client It goes without saying that you cannot research or select an ESG investment without knowing what the client cares about, […]

The importance of being admin

Financial administrators, client support, client liaison, parassistant, admin assistant, parapartner… whatever the job title, there’s no doubt that administrators are an integral part of any team. Whether it’s a PA supporting an adviser, or an admin assistant supporting a paraplanner, they are often the unsung heroes of our industry. Within any organisation, every single person […]

Financial admin – the backbone of financial services

Financial administrators provide invaluable support for financial advice firms and financial administration should be considered a career in its own right, says Sophie Wilkin, financial administrator for Para-Sols. ‘Administration’ is a word often thrown about across many different industries, perhaps too often that people have started to overlook the fundamental importance of it. In my experience, […]

11 tips for being a successful paraplanner

What makes for a great paraplanner? Emma Perkins at The Art of Finance sought the opinion and experience of her colleagues at Para-Sols and provides some top tips for our readers. Here at The Art of Finance we offer mentor support for our students and we regularly receive a lot of questions. One question that we […]

Frog free service

Finding your perfect match can be a long journey; you may have to kiss a lot of frogs before you find someone on your wavelength, or who at least appreciates your terrible puns! It’s the same kind of journey when you are looking to outsource part of your business – especially one as important as […]

Smarty Pants

The last 18 months have been tough for everyone, so we’re super proud of our team for not only powering through the immense workload, but also continuing to push on with their personal development. So, we’re excited to be celebrating: Twenty two exams passed, three diplomas achieved, two AF7s, one chartered status, but no partridge […]

Technology talks – or does it?

I recently attended an online seminar with a group of advisers to discuss the various issues around the use of technology within the advice profession and how best to embrace it post Covid. The general consensus amongst the group being that online meetings had been a welcome addition to their process, and in large would […]

Business Funding Options

Now more than ever we will all be seeing clients who face challenges in funding and supporting their own business. These clients may have used the various support schemes already and may face further need to secure funding.  Pensions are always a popular source of consideration and with other government options exhausted, they may be […]

Investment Pathways

What is it? The FCA’s Investment pathways came into force this month, meaning that pension providers are now required to offer ‘investment pathways’ to non-advised customers entering drawdown. This applies to customers moving all or just part of their funds into drawdown. An investment pathway does not need to be offered where an annuity or […]

Make it brighter, shorter and better… for everyone

Well, unlike so many other industries, COVID certainly didn’t slow us down for very long. I think it’s safe to say that we’re back to business as usual, with the usual being busy! With this in mind, in recent months we’ve turned our focus to efficiencies. Making sure we can grab each hour of the […]