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Client information and Data Protection
98
views
1
comment
0
points
Most recent by
SimplyParaplanner
September 2022
PROD - Gen Ins and Non-Inv Ins - Value assessments and Fair Value
44
views
0
comments
0
points
Started by
ruthiebusybee
August 2022
How many clients do you have?
354
views
6
comments
0
points
Most recent by
Gustavo_Fring
August 2022
Daily Market Update Email
113
views
3
comments
0
points
Most recent by
Gustavo_Fring
August 2022
Big night in/big day out train tickets
94
views
0
comments
0
points
Started by
Andy_Schleider
August 2022
Mainspring Nominees - who uses them? (Other than Time and Draper/Molton)
117
views
3
comments
0
points
Most recent by
PoppySheppard
July 2022
What is your paraplanner salary?
1.5K
views
8
comments
0
points
Most recent by
SA96
July 2022
Paraplanners filling in Application Forms
224
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3
comments
0
points
Most recent by
Gustavo_Fring
July 2022
Introduction
86
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0
comments
0
points
Started by
LiamCSIM
June 2022
Salary
602
views
11
comments
0
points
Most recent by
Nath
May 2022
TRS - Registering for clients
160
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4
comments
0
points
Most recent by
richardgough
May 2022
Fancy taking part in the PFS Paraplanner Roadshows?
97
views
0
comments
0
points
Started by
Caro
April 2022
What number of monitors do you use?
207
views
5
comments
0
points
Most recent by
benjaminfabi
April 2022
Bond Vs Collective
224
views
3
comments
0
points
Most recent by
Asturgess
April 2022
Paraplanner and Adviser Pay
522
views
2
comments
0
points
Most recent by
Clare_Weight
March 2022
How many suitability reports do you write a month?
976
views
9
comments
0
points
Most recent by
Glyn2000
March 2022
Adviser Retirement Gifts?
101
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3
comments
0
points
Most recent by
Nath
March 2022
PFS Paraplanner Networking sessions Wednesday 9th Feb at 12.30 and we're talking Mentoring!
162
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9
comments
0
points
Most recent by
richardgough
March 2022
PFS Paraplanner Networking sessions - Starting next month
148
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2
comments
0
points
Most recent by
Caro
February 2022
Mifid 10% drop notifications
80
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0
comments
0
points
Started by
TimMatthias
January 2022
NHS Pension Scheme Advice
129
views
1
comment
0
points
Most recent by
DaleLucas
January 2022
Work Tracker
177
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2
comments
0
points
Most recent by
Clare_Weight
January 2022
Bare Trusts - who are you advising??
145
views
2
comments
0
points
Most recent by
ruthiebusybee
December 2021
ESG Investing Questions
103
views
1
comment
0
points
Most recent by
JoshuaKnight
November 2021
Generic high level document with basic explanations of each product/acronym etc
166
views
1
comment
0
points
Most recent by
Clare_Weight
November 2021
Platform due diligence sources
154
views
5
comments
0
points
Most recent by
ruthiebusybee
November 2021
AIM ISA Report Templates
221
views
4
comments
0
points
Most recent by
Nath
September 2021
Good speaker on wills, POA & deed of variation
173
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3
comments
0
points
Most recent by
richallum
August 2021
Complaints to Providers on behalf of clients
268
views
1
comment
0
points
Most recent by
richardgough
August 2021
Cash Flow Modelling
402
views
5
comments
0
points
Most recent by
Andy_Schleider
June 2021
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