ElsaOrdonezG
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- ElsaOrdonezG
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Comments
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arongunningham said: DB transfer as cash yeah? Yes! The scheme has 2 elements, a UK one that I am looking to move to AJ Bell and then a IOM one that I need to find a "home" for...
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The Aviva notes are good but do not go into enough detail. You will definitely need to read the book.
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Caro said: Hey Elsa our guys do loads of things over and above administration, they like the name Client Services. What do the people who do the job think, have they got anything that they want to be called? none other than Dealer …
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Thank you all!!! great ideas to put forward to them now...
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Thanks Richard!
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hi @BeckyJ Definitely an uncommon combination, but then again, who ever wanted to be a Paraplanner as a kid ... we have all followed different paths to get us here I love Toblerone too... @richallum Can we have some for the main Powwow plssss!!!
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Gustavo, We send a summary of clients' latest current position and a ATR questionnaire ahead of the review meeting for the client to update. In that way by the time the adviser goes to see them we already know the clients ATR, and any significant …
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Hi Jamie, The only feed back we are currently receiving is though VochedFor. their questionnaire it's mainly about the service provided. It has worked really well in terms of building up the company's profile. We get a lot of enquires because pe…
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So happy some more tickets have become available and I managed to secure a space
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Yes! i will love to come along for that!
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Thank you, richallum, Jona, Jamie_Barnes, alex_lannin and Ralfos for your help, I think the fact that they will go into FNZ has put me off completely, as I fear we will experience the same problems as with Elevate. Jamie_Barnes, we've had serious…
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Great stuff. Thanks Claire!
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Interesting article Claire.... are we re-inventing the wheel? As you said, there are as many types of paraplanners as there are Financial Practices, and this makes it soooo difficult to benchmark how well we do. I work in a small team which mea…
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Poppy, we purchased the guide from Wizard Learning, and I think is quite good. Also, Revision Mate has a whole list of previous examination guides, some questions come up again and again like the investment process or adviser charges, so its a g…
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Hi I am Elsa... joining in a bit late... somehow I missed the email sent a few days ago, my mind clearly somewhere else .... I work for a small firm of Chartered Planners in Stony Stratford, as a paraplanner and also managing the office. Anyon…