Outsourced & freelance paraplanners

• Dedicated support from Aegon for outsourced paraplanners

  542 views 10 comments 0 points Most recent by richallum October 2019
• Unipass for outsourced paraplanners

  277 views 5 comments 0 points Most recent by Andy_Schleider October 2019
• Advice for remote work if new to industry

  289 views 1 comment 0 points Most recent by Andy_Schleider October 2019
• Getting paid...

  358 views 6 comments 0 points Most recent by PPWow October 2019
• How to become an outsourced paraplanner

  970 views 2 comments 0 points Most recent by HJB1920 September 2019
• Non-regulated private client work

  224 views 5 comments 0 points Most recent by PPWow September 2019
• Due diligence on advisers

  257 views 3 comments 0 points Most recent by richallum August 2019
• Outsourced guys - what research tools do you use?

  301 views 5 comments 0 points Most recent by Caro August 2019
• GDPR question for outsourced paraplanners

  281 views 3 comments 0 points Most recent by Claire Goodwin August 2019
• PI Insurance - to have or not to have

  557 views 9 comments 0 points Most recent by richallum August 2019
• Client approaches for new business

  278 views 4 comments 0 points Most recent by richallum August 2019
• Disclaimers

  195 views 3 comments 0 points Most recent by Nath July 2019
• Compliance Work

  309 views 4 comments 0 points Most recent by Andy_Schleider July 2019
• Experienced Paraplanner available for working remotely

  390 views 3 comments 0 points Most recent by Admin March 2019
• Remote paraplanners wanted

  399 views 1 comment 0 points Most recent by TerrierLady February 2019
• O/S paraplanner with Tenet advisers

  372 views 2 comments 0 points Most recent by angela January 2019
• GDPR - Data Processor Agreement

  123 views 0 comments 0 points Started by bonnerk November 2018
• Specialist DB Paraplanner available

  212 views 0 comments 0 points Started by AA_Consulting August 2018
• Finding an outsourced paraplanner

  666 views 2 comments 0 points Most recent by assured_paraplanning August 2018
• Freelance paraplanner available

  211 views 0 comments 0 points Started by Yonkers420 July 2018
• Freelance Paraplanner Required

  483 views 1 comment 0 points Most recent by richallum May 2018
• Getting back into the game

  543 views 6 comments 0 points Most recent by Clare_Weight January 2018
• Anyone using XTOOLS?

  213 views 0 comments 0 points Started by richallum September 2017
• Looking to Outsource Strategy and Pension Transfer Reports

  312 views 2 comments 0 points Most recent by ElsaOrdonezG June 2017
• Locum Arrangement

  422 views 9 comments 0 points Most recent by richallum May 2017
• Virtual Personal Assistant

  289 views 2 comments 0 points Most recent by Jona April 2017
• IR35 & freelancers

  424 views 4 comments 0 points Most recent by parawhat March 2017
• Aviva Adviser Academy registration

  353 views 1 comment 0 points Most recent by Claire Goodwin November 2016
• Financial Planning workshop - Paraplanner needed!

  373 views 0 comments 0 points Started by Jason June 2016
• Looking for paraplanning advice!

  329 views 0 comments 0 points Started by Jason June 2016