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ParaP

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ParaP
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  • Hi Becky, I’m sitting this exam on Tuesday next week. I am similar to you, I joined a firm as a Paraplanner and progressed into a management role due to business growth. with no previous managerial experience. I have found the book in…
    in J07 - Supervision in a regulated environment Comment by ParaP October 2019
  • Thanks Andy, I will DM you shortly as i have lots of questions Chloe
    in Enable back office & Fusion platform Comment by ParaP May 2019
  • @amarshall Xplan offer multi-site and single site. There is more flexibility with a single site as you can add your own fields etc. What do you think of Enable? There are a couple of team members who have used it previously and say it's good.
    in Managing workflow and time recording Comment by ParaP February 2019
  • @amarshall did your previous employer have a single site of XPLAN? I understand having a single site means you can give it whatever functionality you need. For XPLAN to be great for us, we would need someone dedicated to building the functionality …
    in Managing workflow and time recording Comment by ParaP February 2019
  • XPLAN do have the functionality but it isn’t very good and is quite clunky. We’re having other issues with XPLAN and looking to move back office systems in the not so distant future, so wanting to keep it seperate for now. What do you lik…
    in Managing workflow and time recording Comment by ParaP February 2019
  • I am wanting to track the cases and be able to run accurate MI on how long particular cases take. For example, I want to be able to show a pensions switch case on average takes X amount of time. We have a backlog at the moment of cases an…
    in Managing workflow and time recording Comment by ParaP February 2019
  • Thanks @arongunningham, my mind just went blank!
    in Employer pension contributions Comment by ParaP February 2019
  • 3-4 months is more than enough time. Even less for AF5 as you can only really start preparing for the exam once the fact find is released in my opinion. I used expert pensions for AF3, AF4 & AF5 and found them very useful. As John would say, …
    in AF timeframes Comment by ParaP January 2019
  • Hi, I didn't do them in order. I did R05 first as it is the easiest of the 6 being a level 3 exam, I left RO2 until last before R06 because I had failed CF2 twice which had knocked my confidence. I passed R02 on the 2nd attempt but the AF4 on fi…
    in Doing CII exams 'in order'? Comment by ParaP June 2018
  • Hi Pedro, Thank you. Using MI data is all new to me and I am just trying to get an idea how to manage an effective workflow of Paraplanning cases coming into a team and how long before it goes out back to the adviser. We have just started to use an …
    in Service Level Agreements Comment by ParaP June 2018
  • Hi Stacey, Well done on consistently getting 85%-95%, sounds to me like you're ready to sit R01 now. If you would feel more confident practicing more mock exams i would look to buy the addtional CII question packs (these are in addition to wha…
    in Ro1 study Comment by ParaP June 2018
  • Sorry Michelle, I sat AF5 in October and just had a look to see if i have a copy and unfortunately I don't. What is the reason for the CII removing all past papers except for the last 3 sittings. I find looking back on past papers more important th…
    in AF5 Past Papers Comment by ParaP April 2018
  • Hi @SianDaviesCole  Yes i agree, everyone i meet has a different take on "what is a paraplanner?" Please could we share ideas what to be included in the template? 
    in Report writing guide for Administrators/Trainee Paraplanners Comment by ParaP April 2018
  • thanks everyone! massive help!
    in Microsoft Word - Insert Text Trick Comment by ParaP April 2018
  • mind is blown with Auto Text Gallery! Why have i not come across this before. My only question is, does this need to be set up on every individuals Microsoft word to work as i am creating templates for a team of 7 to use.
    in Microsoft Word - Insert Text Trick Comment by ParaP March 2018
  • @arongunningham ooh i like the sound of that - how do i do this? Thanks @richardgough  I am new to this, although i can just about get my round word and excel i am not the most tech savvy so anymore tips would be greatly appreciated.
    in Microsoft Word - Insert Text Trick Comment by ParaP March 2018
  • Hi @amarshall do you use threads within XPLAN?
    in Iress Xplan - Good, Bad & Ugly Comment by ParaP March 2018
  • This is the best tip ever! I am currently creating templates and this is just making everything easier!
    in Microsoft Word - Insert Text Trick Comment by ParaP March 2018
  • We are looking to move from XPLAN to IO, can I ask why you are looking to move from IO @rdimbleby118?   We are definitely not using XPLAN to its full capability and are undecided whether it’s worth investing the time to build XPLAN to be robu…
    in Iress Xplan - Good, Bad & Ugly Comment by ParaP March 2018