Just how does our Director, Jo Campbell, manage our growing team of paraplanners? She spoke to Professional Paraplanner to explain all…
Click here for the article.
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,
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
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
Here you can join in the con-verve-sation, (geddit?) and network with peers from across the financial services industry, sharing knowledge and best practice.
Download our app on Apple, Android or use our web version using the links below.
