Paraplanners and Financial Advisers – What is the difference?

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!

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

A Day in the Life of an Authorised Chartered Paraplanner

Chris Adams, Authorised Chartered Financial Planner and Paraplanner 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 spent paraplanning for advisers, 10% […]

A Day in the Life of a Paraplanner

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

BTS Career Pathways | Qualifications for Paraplanners

Career Pathways | Qualifications for Paraplanners   After three fantastic episodes on getting into financial services and changing careers and routes to level 4, the next event in the Career Pathways programme focuses on qualifications for paraplanners. Listen as we chat to special guests Lisa Tipton and Kimberley Malin about their journey to qualified paraplanner and beyond! Find out about […]

How to become a Paraplanner | The Paraplanner Club 

How to become a Paraplanner | The Paraplanner Club

Ready Steady Go! How to become a Paraplanner BTS were delighted to be invited to take part in a fantastic webinar hosted by the Paraplanner Club. Luiza Todd and Alex Langhorn joined Michael Pashley from Practical Financial Exams to talk about what to study, how to study and how to put it all into practice. […]

BTS are Winners at the Professional Paraplanner Awards 2021

BTS are winners at the Professional Paraplanner Awards 2021

The team at BTS are delighted to announce that we have been voted Best Training Resource for Paraplanners at this year’s Professional Paraplanner Awards 2021! 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 in the CII R0 […]