Radnor
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- Radnor
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@richardgough said: Grandparents cannot contribute to a JISA; funds would have to go through parents, and that isn't always what grandparents want. Given the amounts involved, why would a JISA be better anyway, especially as bare trust removes ac…
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Sounds good DanGB. FYI, unless you want to, you won't necessarily have to start out as an administrator. There are opportunities to jump straight in as a junior/trainee paraplanner or adviser. I suggest you start reaching out.
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Firstly, congrats on passing the Diploma - impressive without any industry experience. Sure, you can take more exams. The CII and CISI are both fine. Personally, as you have already started down the CII route, I would stick with them for the ti…
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@Wildparaplanner said: Would the platform product being used (i presume it's a gross GIA) actually be owned by the superannuation fund and not the client? A bit like a gross GIA which is held under a full SIPP arrangement (i.e. the SIPP own the G…
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Hi all I joined years ago but forgot to introduce myself. I've been in financial services since 2008 (what a time to start a career!). Been paraplanning since 2011. Been a freelancer, working for outsourced companies, but have been employed by a…