Open Mic – bring your best questions!

Beginner
Paraplanner stories
Self certified
Video
Date:

Wednesday 27th March 2019

Location:

Online

Duration

58 MINS

Paraplanners discussing anything what we’ve got on, what we’re thinking about, what’s worrying us.

Learning objectives

In this session we covered…

  • What’s the trickiest case you’ve worked on recently and how did you deal with it?
  • How do you manage your workflow?
  • What’s the best source for CPD?
  • What top trick/tip can you share?

Speakers

1
Rebecca Lucas
Lime Outsourced Paraplanning

Rebecca is a Certified Financial Planner and Fellow of the PFS. Rebecca has worked in financial services for 20 years and been an outsourced paraplanner for 6 years.

1
Andy Marshall
Octagon Consulting

Starting his career in financial services 20 years ago at a former building society, Andy's career has taken him via a high street bank to the independent advice sector as an advisor focussing on mortgages, to finally putting his report writing skills and technical knowledge to work as a paraplanner.

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