The gold rush: Five steps to achieving the highest standard in paraplanning

The gold rush: Five steps to achieving the highest standard in paraplanning

clock

Aiming to continually raise the bar in business is a noble thing to do but you have to be ruthless in implementing - and sticking to - any changes. Kim Bendall offers some tips...

There is no doubt the advice process has come a long way in the last few years. Most of us are also still striving to improve quality, reduce risks and provide an ever-increasing level of service t...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Only 5.7% of advisers in the UK are under 30, according to data published by the Financial Conduct Authority

Advisers on the ageing industry: 'Clients need to see a few grey hairs'

Only 5.7% of advisers in the UK are under 30, according the FCA

clock 27 September 2022 • 6 min read
Penfold head of business development Steve Ayers said: "I am thrilled to join the Penfold team and work towards our shared goal of driving efficiency gains across the broader financial services."

Penfold hires team to launch adviser portal and service

Specialists to tackle advisers’ ‘frustration at sector’s slow adoption of tech’

clock 27 September 2022 • 2 min read
Sally Plant: "These scholarships provide a pathway for those interested in joining the community."

CISI and NextGen Planners launch joint scholarship programme

Taking action on attracting new talent to the financial planning profession

Jenna Brown
clock 27 September 2022 • 1 min read