June 10, 2022
What the Paraplanners of today want
What the Paraplanners of today want I don’t feel I need to tell you about the demand there is for paraplanners in today’s market or…
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March 1, 2022
Changing the way we approach Paraplanners
We have changed the way we approach Paraplanners in the market Paraplanners make up for 70% of our business, yes we recruit Financial Advisors and…
December 16, 2021
What Firms Now Must Do To Attract Top Paraplanners
How To Attract Top Paraplanners Since the pandemic we have seen so many changes, personally and professionally. One thing we have personally seen is how…
September 29, 2021
Your Financial Planning Career
Kick Start Your Financial Planning Career As our specialism is purely Financial Planning for private clients, in this blog I’ll map out the typical career…
August 6, 2021
The Salary For A Financial Planner In 2021
We have broken this down into 3 main areas: earning a 3rd of gross income, earning half of the gross income and being self-employed. This…
August 5, 2021
Restrictive covenants: Do you know what you’re signing?
This article is written by Lewis Byford as part of Money Marketing’s brand new hub, Financial Adviser 2B. For more great content, click here. Do…
June 10, 2021
How to ask for a pay rise as a Paraplanner
For paraplanners looking to move up the pay scale, changing firms is one option...but not the only one. Lewis Byford, offers some advice: When it…
April 22, 2021
How to get performance reviews right.
Well-planned and carefully structured performance reviews are vital in retaining the best advisers. Lewis Byford first wrote this article for Money Marketing and we thought…