The Paraplanner

We know what you’re thinking, ‘What on earth is Paraplanning?’ It’s a little known but rapidly in-demand career that has grown in recent years.  In simple terms, a Paraplanner is someone who works with a Financial Planner or Financial Adviser to do a number of their non-client facing tasks involved in preparing and administering a […]

The Compliance Support

The Role The compliance support role was introduced in 2018 and is suited to someone who is forward-thinking and willing to get stuck in. You will undertake on the job training alongside studying for your Level 4 Diploma in Financial Planning over a two year period, on your very own personally developed learning programme. On […]