We’re still celebrating the fact that we won Paraplanner Team of the Year at the Professional Paraplanner Awards!
In this recent article from Professional Paraplanner, you can find out why we were deemed worthy of this award. Plus, you’ll gain some insight into the blood, sweat and tears that has gone into our work lately!
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.
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