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What kind of paraplanning leader could I be?

Advanced
Beginner
Intermediate
Personal development
Team management
Accredited
Event
Date:

Wednesday 13th November 2024

Location:

Online

Duration

1.5 HRS 90 MINS

Perhaps you’ve been thinking about stepping into a leadership role in paraplanning. Or you’re already managing others and want to build your skills. Either way, our specially extended lunchtime Assembly at 12.30pm on Wednesday 13 November is for you.

What’s in it for me?

Over 90 minutes, you’ll explore what kind of paraplanning leader you could be and discover how you can make that step with confidence – all from the comfort of your own desk (or canteen, cafe, or kitchen table).

Wherever you’re joining from, we’ll have Aegon UK’s learning and organisational consultant, Sarah Purves, on hand to help. Throughout the Assembly, Sarah will be inviting you to try out a series of exercises that will help you:

  • Identify the paraplanning leadership qualities you already have (you might be surprised)
  • Discover your natural management style by learning from what’s worked (and what hasn’t) with your own managers
  • Get better at those tricky conversations that come with leading others
  • Build a practical toolkit you can use straight away to have more impact in your role

What’s more, Sarah will be joined by paraplanner Ellie Welling from Succession Wealth who will be sharing her own experience of moving into a leadership role – what she’s learned, what she wishes she’d known, and how she’s gone about developing her own approach to managing a team.

It’s an Assembly that’s specially designed so you can:

  • share your thoughts about the challenges of leadership without judgment if you’d like to
  • learn from the experience of others at different stages of their career
  • gain practical tips you can actually use right away
  • work out if leadership is right for you and what it could look like
  • ask questions you’ve always wanted to ask about managing others

Save your spot now

There’s no magic formula for becoming a leader. But there are tools and techniques that really work. Whether you just want to tune in to listen and learn, or get stuck in and share your thoughts in the Chat, you’ll be really welcome.

So how about it? Save your spot now.

Don’t miss part two!

This Assembly was the first of a two-parter on paraplanning leadership. In the second part, Sarah, Ellie and Richard will dig into dealing with difficult conversations as well as exploring the questions raised in the Chat at today’s Assembly.

To save your spot for that Assembly, visit the event page.

Speakers

1
Sarah Purves
Aegon UK

As a learning professional based in Aegon UK’s People function, my role is to empower colleagues to thrive and grow their career with us. As part of this, I design and deliver programmes to develop our aspiring and existing managers and leaders to support their skill development in an ever-evolving landscape in our organisation and in the wider sector. I also lead on work around performance management that supports great performance and development conversations and processes. I’ve spent the majority of my career working at Aegon, doing a variety of roles across Operations and moving to the people function in the last three years.

1
Ellie Welling
Succession Wealth

Ellie has recently transitioned into being a Paraplanner Team Leader at Succession Wealth, and has worked within IFA firms in a variety of support roles in the Financial services industry for coming up to 11 years.

Ellie is currently working her way through the Diploma in Financial Advice alongside the Diploma in Leadership and Management, to continue expanding her knowledge and experiences.

Outside work Ellie spends time reading, playing video games and spending time with her partner Liam and their dog, Brad.

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