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  • Hello! My Name is Charlotte, I have recently started a new role as a Paraplanner with Andrew Hughes Wealth Management and have previously worked as a Paraplanner at The Platt Parnership in Mold and before that I worked as a trainee financial adviser at an IFA in Ellesmere Port. I have 5 years experience in the industry and am diploma qualified. This is the first time I have worked as the only Paraplanner so wanted to join this network fr support and offer it too where I can!

  • richallumrichallum Administrator

    Hi @CAMPritchard & welcome. You'll find lots of support here.

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

  • @Admin said:
    If you've just joined the Big Tent please take a minute to say hello and introduce yourself.  Simply add a comment below, you might like to include what sort of paraplanner you are, where you work & what you're interested in.  Favourite chocolate bar is always a good start.

    Bonjour tout le monde

  • Good Morning All! Hope you're cosy today in this freezing weather :smile:

    I have eight years' experience in the financial industry as a fund selector/investment analyst and this year I want to change my career and break into paraplanning. I recently became a CFA charterholder which I hope will give me a head start as I progress to achieve my diploma this year

    So happy to have found this resource and looking forward to lots of future discussions with you all!

  • Danny79Danny79 Member
    edited March 31

    Hi all. I've recently joined Argonaut Paraplanning (outsourced). I've worked in this field for about 15 years now. About 5 years as an administrator, then about 10 years in paraplanning roles. I moved to Devon in 2018. In my spare time I brew my own beer (all grain), and I've recently joined an inclusive football team, in my middle age, and after decades out of the game.

  • richallumrichallum Administrator

    Hi @Danny79 & welcome. You've joined a great team at Argonaut.

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

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