Paraplanner power

As the RDR eats more into advisers’ precious time and increase pressure on their business, paraplanners will be in greater demand, writes Rachael Adams:

http://www.moneymarketing.co.uk/adviser-news/training-and-recruitment/paraplanner-power/1031452.article

Paraplanners are at the core of the business, says Eve Wheeler

http://www.moneymarketing.co.uk/paraplanners-are-at-the-core-of-the-business/1030335.article

Paraplanner qualifications and exam preparation

• A dedicated page for paraplanners on the IFP website, comprising job competencies, guide to the IFP’s certificate in paraplanning, exam syllabus and FAQs
  
  
• Paraplanning qualification – details of the IFP’s Certificate in Paraplanning
  
  
• Paraplanning exam workshop
  

Other useful links and resources

• The IFP have drafted a paraplanner job role description
  
  
• If you are on Linkedin, the IFP have created a group called IFP Paraplanner Group to share experiences
  
  
• Find Paraplanner jobs on RetailFinancialCareers.com: http://www.retailfinancialcareers.com/jobs/paraplanner

Skills training for paraplanners moving to a client-facing role

The Money Marketing Academy runs a series of business skills courses.  Our sales skills course has proved popular with those wishing to build on their technical skills and learn how to:

Understanding how and why people buy	Engaging the customer
The psychology of buying	Asking the right questions
Selling to the right people	Getting the client to close themselves!

Please email us at moneymarketingacademy@centaur.co.uk for details of the next available course.

Have you found any other resources, seminars, courses, websites or groups useful in your role?  Or is there a particular area in which you would like to see more support made available?  Please use the comments box below to share your thoughts.

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