Friday 15th November 2024
The Leadenhall Building, 122 Leadenhall Street, London EC3V 4AB
6 HRS 10 MINS
Thank you for joining us on 15 November to take your outsourcing game to the next level.
Thanks to the generous support of Assembly supporter, Aegon UK, we were able to team up with coach and consultant Rachael Hurdman to create a workshop where paraplanners could gather to exchange practical insights, knowledge and experience.
We hope you agree it turned out to be a day out of the office that made a real difference to you and your future in outsourcing.
Rachael founded Arch inspire in 2016 and works with clients as a Coach and Consultant to inspire people and performance through bespoke coaching and consulting solutions at individual, team, department and board level. She has over 16 years’ experience of consulting, coaching and training at all levels across a wide variety of sectors with a specialism in Financial Services.
Before founding Arch inspire, during her time at both AXA and Aegon Rachael built, led and developed two market leading implementation consultancy teams - coaching and mentoring both teams.
As an experienced project manager, she has also led several major change programmes over the last 16 years and has designed and delivered a wide range of business, leadership, and management development programmes.
Rachael’s core values are integrity, empathy, responsibility and honesty – they are at the core of her work with her clients.
Sam has been paraplanning since graduating in 2007 and considers herself a career paraplanner. Sam is a Chartered Financial Planner and Fellow of the Personal Finance Society. Until 2023, Sam had always been employed as an in-house paraplanner. She made the move to outsourced paraplanning after meeting Maddy Gooding. In September 2023, Sam and Maddy joined forces and formed In Step Paraplanning.
Sam loves paraplanning because of the varied nature of the work – no two days are ever the same. When she's not working, Sam's family keep her very busy. She says she is lucky to live on the south coast of England where she is able to spend lots of days on the beach to balance a busy work life.
Richard spotted the opportunity for outsourced paraplanning and set up The Paraplanners in 2002. He's responsible for the strategic direction and leadership of the business and is still involved in live cases and often lead on consultative projects for clients.
A Certified Financial Planner, he's a leading advocate for paraplanning in the UK becoming a founder of the Paraplanners Assembly in September 2013.
You’ll find the slides and resources from the power-up for outsourced paraplanners here.
Tax and trusts
Tax and trusts
Personal development
Hints and tips
News
Personal development
Personal development
Financial planning
Paraplanner stories
News
Paraplanner stories
