Clare_Weight
About
- Username
- Clare_Weight
- Joined
- Visits
- 339
- Last Active
- Roles
- Member
Comments
-
Make sure the paraplanning log details the case type. I was chucked in at the deep end in my first proper paraplanning job. The way I learnt was every time I was given a case, I scanned the log for a similar case(s) and replicated it. I was fortunat…
-
I'm in Dorset and I don't think £35k is low for under 5 years' experience but it's been a while since I looked around and it varies so much around the country, you can search for previous threads on this subject. If you ultimately want to be an a…
-
I'm sure Richard you will already be aware of the Price on Date table in FE but thought I'd mention for other readers as it is useful in this situation if you have a date / bank statements and want to go the Michael Roberts (from screenshots above) …
-
Well said Nath! I'm saving this post for inducting the youngsters!
-
Need to see gender pay gap broken down by part time and full time workers to understand the full picture.
-
This surprises me: 'but I often find that by the time I have prepared what is needed for the external paraplanner, then it seems that the actual writing of the report would have been the easy bit that I could have done!' I'm not saying I'm right, …
-
It may be their mgmt style to keep pushing until you say no more, so will be expecting you to say 'no more' at some point. I think it will be key to say you are happy to go the extra mile as times of peak demand but when this becomes the norm, there…
-
Can you pluck tests from Professional Paraplanner magazine?
-
A webinar on 9th Feb 21 which may be of interest: https://info1.open.ac.uk/webmail/82412/679730344/b3391692ca43dd4aadd778f95f469256892660c9e9c56e271332a9effc488e69 Hope all is going well with your new recruit Becky!
-
Previous firms used excel, doesn't leave much visible space for notes but if you want others to dip in without having to teach them a new system, it has the advantage of being familiar. I brought Asana to my firm to do a bit more, but it takes a lot…
-
Great, thank you!
-
Not exactly what you're looking for but may be some help. https://www.abi.org.uk/data-and-resources/tools-and-resources/glossary/ Also the Glossary on FE Analytics, under Resources I think.
-
Hi @richallum sorry, I haven't been on here in ages, am I too late to tag along?
-
Many advisers would say pen and paper. I suppose we want to fill the gap if there isn't a meeting presenting the recommendations but really advisers ought to be painting a thousand words with their pictures, or whatever medium is most effective.
-
Hi Becky, we didn't go any further with this. I initially thought the business gets gov support with the costs and in a manner of speaking they do, but if you go with a training provider my understanding is that they get all the government money. Ac…
-
Hi Lisa, Well done! It really varies between firms. I think there must be a clear plan so you don't end up quasi-paraplanning on an administrator wage. Also in the past I found myself with the 'potential to progress' (as in go ahead and volunt…
-
Hi Lisa, I remember suspecting my driving instructor was having me do a few more lessons than was really necessary for me to pass. I'm sure I could have passed sooner. But when I realised how many new drivers crash in their first 6-12 months and …
-
Of course Tracey, send us both a private message and we'll give your our email addresses.
-
PS when you say client group is that like mum, dad, their business / trust, their kids and their kids' partners?
-
Hi Tracey, You've touched on quite a lot of things I've seen discussed at length (when face to face was a thing!), I would have more questions and it's difficult to be brief. However I do have some thoughts to share re client contact. It's dif…
-
That's a really good idea Dan!
-
On projected fund value / retirement benefits? Can you explain a bit more what you're getting at Richard? Forgive my ignorance, For nearly 3 years I've been following our compliance officer's requirements and not really questioned it (it's a pick on…
-
That does look fun!
-
Plus one for death bens.
-
I used Adviser Asset at a previous firm where one of my colleagues showed me how to use it. The firm were happy with it and it was great value for money. However, when I tried trialling it last year, it was really difficult to get hold of the guy wh…
-
Just resurrecting this thread to say this is nice home office listening: https://open.spotify.com/playlist/1SBDSYHMbdOJ9009esQHHF?si=QWZ8jWFVShWOoQGHUmCKyg&nd=1 Are we all still well? Novelty has worn off hasn't it!
-
Hi Rebecca, are you using Office 365?
-
I think Centra (through simply biz) is just defaqto with different labels.. I found the Centra report generator was rubbish. I write most of my own content (save to quick parts and reuse/tweak) except risk warnings and appendices. My template is a v…
-
Hi @SimplyParaplanner much better thank you. My dear old boss now calls most of us most days. Turns out I really need to share - poor man, he's so patient! How are you?