Online Assembly: Getting started in paraplanning Wednesday 24 February 2021

What's it all about?

What’s it all about?

If you’re starting out in paraplanning, this is for you.

Our experts are going to share their experiences and knowledge to help you work out your next step.

They’ll discuss:

  • What’s the hiring market like right now?
    • The trends
    • The drivers
  • What employers are looking for – the importance of both the right skills and right behaviours
  • The challenges aspiring paraplanners face
  • How you can increase your experience and set yourself up for success
  • What’s the best way to approach a potential employer
  • What to expect from the job
  • What salary to expect
  • The support available

As always, you can send in questions during the event and we’ll put them to our panel. This will be good if you are interested in just starting out in your paraplanning career and have lots of questions. Just pop it in the question section after you’ve registered, email us (we won’t mention you by name) or ask on the day.

Meet the panel

Caroline Stuart – Outsourced Paraplanner and Owner of Sparrow Paraplanning:

Caroline has worked in financial services for around twenty years, with 18 of those in various different roles in paraplanning. In 2019 she set up her own outsource paraplanning business, Sparrow Paraplanning providing support to a range of planners and businesses.

Caroline is an active member of the financial planning and paraplanning community. She has been a member of the Personal Finance Society Paraplanner Panel since this began in 2015.  In 2018, she joined the Personal Finance Society Board of Directors and became the first paraplanner Vice President of the society in 2020.

Caroline spends time helping and coaching all levels of paraplanners and has been involved with the Paraplanner Assembly from the start. She has hosted two national assemblies and helped with a range of other events and activities including online and mini assemblies.

Benjamin Beck:

Born and raised in Norway, Ben moved to England in 2010 to join the British Army as a Soldier. He served for 6 years and during his served he discovered his interest for financial services. In 2016 he decided finance was the career path for him, so he left the Army, and, after 2 years in an accounting and junior administrative role, he joined Nigel Grice & Associates as a trainee financial adviser. In 2020 he graduated the Openwork Academy after achieving the CII Level 4 Diploma.

He is the founder of Financial Adviser Mentorship group on Linkedin. The aim of the group is to provide assistance to new entrants and second careerists to land a role in financial services, more specifically within regulated financial advice.

Tony Bates – Managing Director, IDEX Consulting

Tony is a co-founder of IDEX, establishing the Financial Services division in 2008 and now boasting 20 years’ experience within the sector.

He is responsible for managing key client relationships in the Financial Services marketplace, where he is passionate about ensuring that the service level and employer brand promotion received from his team is consistent. Tony actively works on senior appointments across the UK & EMEA, predominantly on a retained /subscription basis, where he prides himself on leveraging his 20 years of market experience. His goal is not only to find the right individuals, but to help businesses build their employer brand and implement an efficient / effective recruitment process, utilising the up-to-date technology and market intelligence..

Outside of work, Tony often presents at New Model Advisor conferences, and can be seen doing stand-up comedy. He also manages an over 35s football team, with a number of ex professionals in the Midlands league.

Q&A: When, where and how much?

Q: When and where will the event take place?
A: It takes place on our crowdcast channel here and is on Wednesday 24 February, 1.00-2.00pm.

Q: What if I can’t make it to the event?
A: That’s the good news. Book a spot and watch a replay of the session whenever it suits you.

Q: How do I book my place and, if so, how much does it cost?
A: It’s FREE. Head over to the channel by clicking the ‘BOOK NOW’ button on this page, and once there click ‘SAVE MY SPOT’ for the event.

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24th February 2021

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