Anna03

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Anna03
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  • I've never known paraplanners to do paperwork, like you said it's far too time consuming. I've always known admin teams to do all paperwork and completing of new business. Paraplanners may chip in if it's paperwork for something a bit more complex t…
  • We have a client with AJ Bell (RIA not the SIPP) and she makes approx £58pm gross contributions & has done for about 2-3 years now
  • It was insane and a main factor in me leaving that company. I currently have a fair bit of client contact but I do things other than paraplanning so I could do with less client contact to focus on other business areas. Conversely, at my previous fir…
  • I currently share paraplanning with 1 other paraplanner and we probably have around 150 clients between us. At a previous firm, I was assigned to two advisers (and sometimes a third, but only for one off cases) and I estimate their combined client…
  • What about the bond investment potentially being seen as a deliberate deprivation of assets? I don't know exactly how it all works but if the client is already in care, would this still apply? I guess it would depend where her other assets/sources …
  • Thanks very much for this - what an eye opener. I knew my paraplanning salary was low at my previous firm but I didn't realise just HOW low..
  • I'm sure Octopus used to have a template - I can't find it in my files but I distinctly remember having a template from them (it was obviously based around their products but the context would still be useful for you). Maybe get in touch with their …
  • My initial thought it why aren't the technical team 'report writers' considered to be paraplanners at the firm you work for? Paraplanning covers a range of areas and a paraplanners role in one firm could be very different to a paraplanner in another…
  • Congrats @DaleLucas !
    in R03 Help! Comment by Anna03 April 2021
  • @MLokhandwala said: Pleased to say ive now finally passed AF8. Congratulations!! I've just passed my first assignment and clearly should get cracking with the other two if @Yonkers420 managed all three in a month (amazing!)
    in AF8 Comment by Anna03 April 2021
  • @seanhurst it was from Dynamic Planner to FE Analytics
  • I agree with @richallum as we had to do a similar exercise at a firm I previously worked for. We were carrying out/updating risk assessments for clients every 2/3 years anyway so once we had changed the risk profile system we were using, we'd issue …
  • They also sometimes have them in revision mate - if you go to the 'Prepare for your exam' section, they've started putting a lot of the past papers there. I can't say for definite if they do it for all exams but I took J05 in October and they have t…
  • I've had a similar scenario before for a ROI client and we were looking to take out relevant life cover and it was no across the board for the same reason you stated. Hoping someone else may know a specialist provider, fingers crossed!
  • are the annual bonuses guaranteed?
  • Hi Angela, https://www.cii.co.uk/october-2020 It sounds like it'll still be at your chosen venue but onscreen instead. I'm due to sit J05 on the 13th and haven't heard of any venue changes or been told that I can take it from home. I guess we'l…
  • Congratulations on the pass, Jonathan! Much like Joe, my scores generally took a week to update online too. The fastest I maybe had a score result was in around 3-4 working days?
  • Hi Claire, I was working from home once a week prior to lockdown and enjoyed the break from my commute (4 trains a day). Working from home full time took a while to get used to but I have significantly more 'me' time (not time spent waiting for 2…
  • I was surprised at how poor the 360 templates are and didn't find them useful at all really. I used them as a rough guide for the flow of a report but essentially built our templates from scratch. 360 also have checklists which can help from a compl…
    in 360 Templates Comment by Anna03 May 2020
  • Much like @ChrisHindle1 we use Adobe e-sign as we also benefit from the additional tools and functionality. Haven't used DocuSign myself but Adobe works perfectly fine
  • Hi Aron, I don't know the exact ins and outs, but I know AJ Bell have an execution only service which can be added to their funds & shares service where the client can do their own trading (funds & shares service XO it's called). I would …
  • I agree with @Nath and would compare WITH the transaction cost. I see exactly where you're coming from and it's such a headache keeping up with what to disclose and how best to disclose it. Echoing what Nath said, cost isn't the be all and end al…
  • My previous employer definitely didn't want to pay for anyones membership fees (larger firm) and now I've moved to a smaller firm, it was one of the first things they insisted on.
  • @Gustavo_Fring said: The thinking is that it would free up the adviser's time if we are able to write meeting notes, analyse, assess next steps, make a start on suggesting recommendations. So this would be productive. I agree it would be c…