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PROD - Gen Ins and Non-Inv Ins - Value assessments and Fair Value
40
views
0
comments
0
points
Started by
ruthiebusybee
August 2022
How many clients do you have?
352
views
6
comments
0
points
Most recent by
Gustavo_Fring
August 2022
Daily Market Update Email
112
views
3
comments
0
points
Most recent by
Gustavo_Fring
August 2022
Big night in/big day out train tickets
91
views
0
comments
0
points
Started by
Andy_Schleider
August 2022
Mainspring Nominees - who uses them? (Other than Time and Draper/Molton)
116
views
3
comments
0
points
Most recent by
PoppySheppard
July 2022
What is your paraplanner salary?
1.4K
views
8
comments
0
points
Most recent by
SA96
July 2022
Paraplanners filling in Application Forms
218
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3
comments
0
points
Most recent by
Gustavo_Fring
July 2022
Introduction
85
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0
comments
0
points
Started by
LiamCSIM
June 2022
Salary
575
views
11
comments
0
points
Most recent by
Nath
May 2022
TRS - Registering for clients
158
views
4
comments
0
points
Most recent by
richardgough
May 2022
Fancy taking part in the PFS Paraplanner Roadshows?
95
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
210
views
3
comments
0
points
Most recent by
Asturgess
April 2022
Paraplanner and Adviser Pay
519
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2
comments
0
points
Most recent by
Clare_Weight
March 2022
How many suitability reports do you write a month?
931
views
9
comments
0
points
Most recent by
Glyn2000
March 2022
Adviser Retirement Gifts?
100
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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!
161
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9
comments
0
points
Most recent by
richardgough
March 2022
PFS Paraplanner Networking sessions - Starting next month
123
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2
comments
0
points
Most recent by
Caro
February 2022
Mifid 10% drop notifications
79
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0
comments
0
points
Started by
TimMatthias
January 2022
NHS Pension Scheme Advice
125
views
1
comment
0
points
Most recent by
DaleLucas
January 2022
Work Tracker
176
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2
comments
0
points
Most recent by
Clare_Weight
January 2022
Bare Trusts - who are you advising??
144
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2
comments
0
points
Most recent by
ruthiebusybee
December 2021
ESG Investing Questions
101
views
1
comment
0
points
Most recent by
JoshuaKnight
November 2021
Generic high level document with basic explanations of each product/acronym etc
165
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1
comment
0
points
Most recent by
Clare_Weight
November 2021
Platform due diligence sources
153
views
5
comments
0
points
Most recent by
ruthiebusybee
November 2021
AIM ISA Report Templates
218
views
4
comments
0
points
Most recent by
Nath
September 2021
Good speaker on wills, POA & deed of variation
167
views
3
comments
0
points
Most recent by
richallum
August 2021
Complaints to Providers on behalf of clients
259
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1
comment
0
points
Most recent by
richardgough
August 2021
Cash Flow Modelling
401
views
5
comments
0
points
Most recent by
Andy_Schleider
June 2021
Personal Finance Society Paraplanner of the Year Award - Closing Soon!
86
views
0
comments
0
points
Started by
Caro
June 2021
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