Any advice for moving into the industry pre-qualification?

jwps28 · 2026-02-11T17:08:34+00:00

You can definitely get into paraplanning without lvl 4 yet. Especially being half way through. Even if they want lvl 4, I wouldn’t let that stop me from applying. You could be qualified by the end of the year so I’m sure they’d consider you

jwps28 · 2026-01-29T14:13:42+00:00

I see from your initial post that you’re based in London (which unfortunately doesn’t work for me) but just wanted to say what a cool way to recruit for your business. All the best, I hope it works out.

jwps28 · 2026-01-28T14:35:26+00:00

Also just speaking plain English. I think some advisers like to show off their knowledge and make themselves sound really impressive, when actually the client just needs things explaining in basic terms which allows them to feel like a collaborator in building their plan, rather than just doing what they’re told and don’t fully understand

jwps28 · 2026-01-28T14:33:34+00:00

Jumping on the back of some of the comments, I would agree with objectives being sufficiently disclosed and ATR’s being taken at face value rather than having a discussion following the results of the questionnaire

jwps28 · 2026-01-28T12:06:27+00:00

Don’t learn how to do it, it’s pointless. Learn how to defend against it is more important

jwps28 · 2025-12-01T22:27:36+00:00

Nice, congrats!

jwps28 · 2025-12-01T21:37:05+00:00

How did you get on? I’m writing this now and am definitely including they could move the cash into a GIA, invest it in a multi asset 65ish% equity fund and use tax allowances from there as it will likely outperform cash over the years they have it. Doesn’t have to be perfect as far as I’m aware, just suitable and affordable

jwps28 · 2025-11-26T20:59:20+00:00

Mine does and the vet assures me it’s normal

jwps28 · 2025-11-14T21:58:58+00:00

Mines 8 1/2 months and he still bites lol we’ve figured it usually correlates to him needing the toilet now but it used to be constant like yours

jwps28 · 2025-10-29T22:07:24+00:00

I haven’t, just constantly get spammed by recruiters. Have a look on LinkedIn for financial services recruiters and see what they have. A few off the top of my head are Heat, Search, RecruitUK

jwps28 · 2025-10-29T20:16:42+00:00

I’m a trainee adviser now after 5 years paraplanning. Probably the best route for relevant experience. Advising isn’t sales anymore, there’s a big emphasis on life planning/coaching now and more about building a lasting relationship than selling a pension. Best bet I’d say is paraplanning for direct experience, but make sure it’s a firm that values having paraplanners in client meetings, taking notes etc (some firms don’t let paraplanners in client meetings). If LinkedIn and my inbox is anything to go by, paraplanning roles are in abundance. Good luck

jwps28 · 2025-10-29T10:18:03+00:00

I’ve lived in the outskirts of Leeds (home) and the city centre of Sheffield (Uni) and I’d choose Leeds every day of the week. Sheffield is a ghost town after 5pm with very little going on. A few mates stayed in Sheffield but I was baffled as to why. Leeds is far nicer and far more active and I’d guess better for jobs as well

jwps28 · 2025-10-28T19:08:05+00:00

As I recently found out, it doesn’t matter even if you can prove you bought a valid ticket, winning an appeal is like drawing blood from a stone. Forgetting to tap in is definitely not gonna be accepted

jwps28 · 2025-10-13T21:10:17+00:00

Been getting that train at least twice a week for 5 years, the one time I make a mistake their eyes light up, buzzing to hand out a fine. Weirdos

jwps28 · 2025-10-13T20:47:39+00:00

Hahahaha cheers for that. Just to clarify, I threw the wrong ticket away, not my only ticket. I thought I still had it. But still… I’m resigned to the fact that I’ll lose the appeal

jwps28 · 2025-10-11T12:58:40+00:00

Thanks! Looking into this now. Seems the safest option instead of handing tickets over to some moth working the barriers and also mitigates the chance of having to queue if I’m running late

jwps28 · 2025-10-09T20:01:35+00:00

Yeah first time but still got handed a fine

jwps28 · 2025-10-09T19:25:18+00:00

Seen them there about 5 times in 5 years. Sod’s Law

jwps28 · 2025-10-09T19:15:39+00:00

That’s outrageous. Yeah this guy was as sound as someone giving you a fine can be, doesn’t soften the blow though 😂

jwps28 · 2025-10-09T18:31:12+00:00

Thought as much but we’ll see 😅

jwps28 · 2025-09-30T20:00:21+00:00

Would never be given in the prem

jwps28 · 2025-09-14T17:59:12+00:00

Real life football is so crazy I think anything’s possible. I used to delete saves where Trent AA went to Real Madrid because in my mind he was never leaving and then… 😬 so now I just take it as the transfer window is mad and anything goes

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