From Paraplanner to Adviser: Making the switch
Paraplanners are integral to many financial advice businesses – their expertise and knowledge are highly valued, and many advisers would be lost without them! But sometimes, some paraplanners find themselves considering if their skillset is more suited to advising, especially as they understand better than anyone how advisers work and what their day-to-day looks like. […]
Paraplanners and Financial Advisers – What is the difference?
Paraplanners and advisers work closely to provide clients with high quality advice. So, this begs the question, what exactly is the difference between a Paraplanner and Financial Adviser? In this article, we attempt to clarify some of the key differences between the two roles. Financial advisers are known to dedicate most of their time directly […]
Options in Financial Services – I want to be a… Paraplanner!
During my time as a Paraplanner, I lost count of how many times I was questioned about my job role, only to find out that most people had never even heard of a Paraplanner! But… that is changing. The role of a paraplanner has undergone a rapid transformation and continues to do so, evolving into […]
A Day in the Life of an Authorised Chartered Paraplanner
Chris Adams, Authorised Chartered Financial Planner and Paraplanner at Gibbs Denley Financial Services. What does it mean to be a Chartered Paraplanner? For the Chartered Insurance and Chartered Investment and Securities Institute, I’m a “Chartered Financial Planner” because that’s the only title you can use with Chartered status. In reality, 40% of my time is […]
A Day in the Life of a Paraplanner
Kimberley Malin, Paraplanner What does a paraplanner do? Paraplanning over the years has developed into a career in its own right, their skills have become indispensable to the client’s journey and paraplanners play an integral part in the wider financial planning team. Paraplanners work in collaboration with the Financial Planners and Administrators to ensure the […]
BTS Career Pathways | Qualifications for Paraplanners
After three fantastic episodes covering Getting into Financial Services, Changing Careers and Routes to Level 4, the next event in the Career Pathways programme focuses on Qualifications for Paraplanners. Find out about the options for qualifications for paraplanners including level 4, level 6 and the route to Chartered. Listen as we chat to special guests Lisa […]
BTS are Winners at the Professional Paraplanner Awards – 3 Years Running!
The team at BTS are delighted to announce that we have been voted Best Training Resource for Paraplanners at the Professional Paraplanner Awards 3 years running! To be recognised in this way by industry experts and paraplanners is a huge privilege, and a real testimony to the high pass rates BTS regularly helps paraplanners achieve […]