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Review/Rebalance Process
358
views
4
comments
0
points
Most recent by
Nathan
August 2017
Binding equipment
171
views
3
comments
0
points
Most recent by
Clare_Weight
August 2017
Any paraplanners thinking of becoming an adviser/planner?
196
views
0
comments
0
points
Started by
richallum
July 2017
March Howwow acronyms
182
views
2
comments
0
points
Most recent by
Suse1969
July 2017
Factfind completion
332
views
2
comments
0
points
Most recent by
Jona
June 2017
Speaker recommendation needed
136
views
0
comments
0
points
Started by
richallum
May 2017
Paraplanner Involvement in Investment Decisions
255
views
6
comments
0
points
Most recent by
benjaminfabi
May 2017
Does your firm have a customer feedback process?
155
views
1
comment
0
points
Most recent by
ElsaOrdonezG
May 2017
Are there any tax breaks claimable for working from home?
134
views
1
comment
0
points
Most recent by
benjaminfabi
May 2017
Do you manage a paraplanning team?
379
views
10
comments
0
points
Most recent by
mjeffs
April 2017
NextGen Planners podcast on paraplanning
230
views
1
comment
0
points
Most recent by
benjaminfabi
April 2017
Podcasts and Webinars recommendations
153
views
1
comment
0
points
Most recent by
richallum
February 2017
new year new direction
316
views
6
comments
0
points
Most recent by
RichardF
February 2017
Total Cost of Ownership - How much is too much?
388
views
7
comments
0
points
Most recent by
Jamie_Barnes
February 2017
Happy Christmas Everyone!
155
views
4
comments
0
points
Most recent by
richallum
December 2016
Pension Planning Dilemma
232
views
3
comments
0
points
Most recent by
Nathan
November 2016
Paraplanning Opportunity @ WRS Fornham Chartered Finncial Planners based in Colchester, Essex
140
views
0
comments
0
points
Started by
IFraser
November 2016
How do you feel about the 'Paraplanning Standard' - share your thoughts here
263
views
3
comments
0
points
Most recent by
Claire Goodwin
October 2016
Outsourcing Compliance
239
views
4
comments
0
points
Most recent by
richardince
October 2016
Cashflow Assumptions
348
views
6
comments
0
points
Most recent by
richardgough
September 2016
Moved: Paraplanner Event - Manchester City Centre 27th October 2016
Closed
1
view
0
comments
0
points
Started by
Claire Goodwin
September 2016
Paraplanner/Investment Admin opportunity in the South West
146
views
0
comments
0
points
Started by
JamesM
August 2016
Career Opportunity at EQ Investors
180
views
0
comments
0
points
Started by
VictoriaG
August 2016
Want to help CISI shape the future of paraplanning?
96
views
0
comments
0
points
Started by
richallum
July 2016
Adviser to Paraplanner and Admin ratios
496
views
5
comments
0
points
Most recent by
BecciJ
July 2016
Wish List / Set-Up Advice
292
views
5
comments
0
points
Most recent by
Colinstewart76
June 2016
NMA Article
219
views
4
comments
0
points
Most recent by
Nathan
June 2016
Paraplanner Technical Insight Seminar
190
views
3
comments
0
points
Most recent by
Jamie_Barnes
June 2016
Paraplanner Team Karting Event
311
views
6
comments
0
points
Most recent by
richallum
May 2016
Paraplanning Opportunity @ Chadney Bulgin LLP based in Fleet, Hampshire
302
views
0
comments
0
points
Started by
RoxyParaplanner
April 2016
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