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Ongoing Adviser Fees
179
views
0
comments
0
points
Started by
seanhurst
November 2022
Factfind???
243
views
7
comments
0
points
Most recent by
ParaplannerFP
November 2022
Mid Life Career Change from professional role to Paraplanning advice please
501
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6
comments
0
points
Most recent by
Snewton
November 2022
Any users of XPlan? Looking for opinions!
291
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5
comments
0
points
Most recent by
richardgough
November 2022
Investment Policy Statement
57
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0
comments
0
points
Started by
ruthiebusybee
October 2022
Systems / Best Practice
179
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3
comments
0
points
Most recent by
RyanBrown
October 2022
Client information and Data Protection
104
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1
comment
0
points
Most recent by
SimplyParaplanner
September 2022
PROD - Gen Ins and Non-Inv Ins - Value assessments and Fair Value
45
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0
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0
points
Started by
ruthiebusybee
August 2022
How many clients do you have?
357
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6
comments
0
points
Most recent by
Gustavo_Fring
August 2022
Daily Market Update Email
115
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3
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0
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Most recent by
Gustavo_Fring
August 2022
Big night in/big day out train tickets
97
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0
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0
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Started by
Andy_Schleider
August 2022
Mainspring Nominees - who uses them? (Other than Time and Draper/Molton)
122
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3
comments
0
points
Most recent by
PoppySheppard
July 2022
What is your paraplanner salary?
1.7K
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8
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Most recent by
SA96
July 2022
Paraplanners filling in Application Forms
233
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3
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0
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Most recent by
Gustavo_Fring
July 2022
Introduction
87
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0
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0
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Started by
LiamCSIM
June 2022
Salary
658
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11
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0
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Most recent by
Nath
May 2022
TRS - Registering for clients
162
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4
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0
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Most recent by
richardgough
May 2022
Fancy taking part in the PFS Paraplanner Roadshows?
100
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0
comments
0
points
Started by
Caro
April 2022
What number of monitors do you use?
209
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5
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0
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Most recent by
benjaminfabi
April 2022
Bond Vs Collective
241
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3
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0
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Most recent by
Asturgess
April 2022
Paraplanner and Adviser Pay
528
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2
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0
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Most recent by
Clare_Weight
March 2022
How many suitability reports do you write a month?
1.1K
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9
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Most recent by
Glyn2000
March 2022
Adviser Retirement Gifts?
104
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3
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0
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Most recent by
Nath
March 2022
PFS Paraplanner Networking sessions Wednesday 9th Feb at 12.30 and we're talking Mentoring!
163
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9
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0
points
Most recent by
richardgough
March 2022
PFS Paraplanner Networking sessions - Starting next month
182
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2
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0
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Most recent by
Caro
February 2022
Mifid 10% drop notifications
84
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0
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0
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Started by
TimMatthias
January 2022
NHS Pension Scheme Advice
133
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1
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0
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Most recent by
DaleLucas
January 2022
Work Tracker
179
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2
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0
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Most recent by
Clare_Weight
January 2022
Bare Trusts - who are you advising??
146
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2
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0
points
Most recent by
ruthiebusybee
December 2021
ESG Investing Questions
103
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1
comment
0
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Most recent by
JoshuaKnight
November 2021
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