General

• From Paraplanner to Financial Planner

  341 views 4 comments 0 points Most recent by Nath February 2023
• What is it with ReAssure?

  265 views 4 comments 0 points Most recent by Ralfos January 2023
• The end of the paraplanner?

  393 views 2 comments 0 points Most recent by TomLloyd_Read January 2023
• Role

  147 views 1 comment 0 points Most recent by Admin January 2023
• CII and PFS situation

  176 views 0 comments 0 points Started by Mosher December 2022
• Ongoing Adviser Fees

  181 views 0 comments 0 points Started by seanhurst November 2022
• Factfind???

  244 views 7 comments 0 points Most recent by ParaplannerFP November 2022
• Mid Life Career Change from professional role to Paraplanning advice please

  594 views 6 comments 0 points Most recent by Snewton November 2022
• Any users of XPlan? Looking for opinions!

  320 views 5 comments 0 points Most recent by richardgough November 2022
• Investment Policy Statement

  58 views 0 comments 0 points Started by ruthiebusybee October 2022
• Systems / Best Practice

  191 views 3 comments 0 points Most recent by RyanBrown October 2022
• Client information and Data Protection

  104 views 1 comment 0 points Most recent by SimplyParaplanner September 2022
• PROD - Gen Ins and Non-Inv Ins - Value assessments and Fair Value

  46 views 0 comments 0 points Started by ruthiebusybee August 2022
• How many clients do you have?

  372 views 6 comments 0 points Most recent by Gustavo_Fring August 2022
• Daily Market Update Email

  116 views 3 comments 0 points Most recent by Gustavo_Fring August 2022
• Big night in/big day out train tickets

  97 views 0 comments 0 points Started by Andy_Schleider August 2022
• Mainspring Nominees - who uses them? (Other than Time and Draper/Molton)

  123 views 3 comments 0 points Most recent by PoppySheppard July 2022
• What is your paraplanner salary?

  1.8K views 8 comments 0 points Most recent by SA96 July 2022
• Paraplanners filling in Application Forms

  242 views 3 comments 0 points Most recent by Gustavo_Fring July 2022
• Introduction

  87 views 0 comments 0 points Started by LiamCSIM June 2022
• Salary

  696 views 11 comments 0 points Most recent by Nath May 2022
• TRS - Registering for clients

  162 views 4 comments 0 points Most recent by richardgough May 2022
• Fancy taking part in the PFS Paraplanner Roadshows?

  102 views 0 comments 0 points Started by Caro April 2022
• What number of monitors do you use?

  209 views 5 comments 0 points Most recent by benjaminfabi April 2022
• Bond Vs Collective

  247 views 3 comments 0 points Most recent by Asturgess April 2022
• Paraplanner and Adviser Pay

  536 views 2 comments 0 points Most recent by Clare_Weight March 2022
• How many suitability reports do you write a month?

  1.2K views 9 comments 0 points Most recent by Glyn2000 March 2022
• Adviser Retirement Gifts?

  106 views 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!

  164 views 9 comments 0 points Most recent by richardgough March 2022
• PFS Paraplanner Networking sessions - Starting next month

  202 views 2 comments 0 points Most recent by Caro February 2022