ParaP

Discussions

• Mentoring Programme?

  212 views 2 comments 0 points Most recent by SianDaviesCole September 2019General
• Excel Spreadsheet Help

  386 views 2 comments 0 points Most recent by Rcaisley August 2019Paraplanning tips & tricks
• Enable back office & Fusion platform

  158 views 2 comments 0 points Most recent by ParaP May 2019Technology & IT
• How many suitability reports do you write a month?

  1.1K views 9 comments 0 points Most recent by Glyn2000 March 2022General
• Managing workflow and time recording

  498 views 13 comments 0 points Most recent by Daniel_Lock April 2019Team leaders & managers
• Employer pension contributions

  225 views 6 comments 0 points Most recent by arongunningham March 2019Technical stuff
• Is a conversion of share class subject to CGT?

  1.3K views 5 comments 0 points Most recent by parawhat September 2018Technical stuff
• Service Level Agreements

  180 views 3 comments 0 points Most recent by benjaminfabi June 2018General
• Report writing guide for Administrators/Trainee Paraplanners

  426 views 4 comments 0 points Most recent by richallum August 2018General