How Mark Jones joined the ‘Paraplanning Industry with Hadlow Edwards and St. James’s Place’
/How did you break into the Paraplanning Industry and why? I originally joined Hadlow Edwards to become a Trainee Financial Adviser as I was interested in the finance industry from my school years which developed into my University studies also. To begin my journey, I started in the ‘New Business Paraplanning Team’ at Hadlow Edwards […]
Read moreAdam Tilston has successfully passed his R03 exam in Personal Taxation
/💥 Some great news to kick off a new week 💥 👏 Our very own, Adam Tilston has successfully passed his R03 exam in Personal Taxation 👏 Adam has managed to balance studying alongside the backdrop of his exceptionally busy and complex Paraplanning role! This takes some real commitment and motivation. Congratulations Ad, we are incredibly proud […]
Read moreNia, my journey as a new paraplanner
/Nia joined the HEPPS team in August 2022, shortly after completing her A-Levels. She has very kindly shared her journey with us, from the point of application to her experience with us so far. Nia’s story After successfully completing my A-levels, I decided that instead of going to University, I would seek an apprenticeship. […]
Read moreAdam Tilston celebrates passing Chartered Insurance R06 exam
/HERE AT HADLOW EDWARDS PARAPLANNING SOLUTIONS WE TAKE PRIDE IN ‘GROWING OUR OWN’ AND PROVIDING THE NECESSARY TRAINING AND EXAM PATHWAY TO ENSURE EACH ONE OF OUR PARAPLANNER TEAM BECOME QUALIFIED TO THE HIGHEST POSSIBLE STANDARD. WE WOULD LIKE TO CELEBRATE ADAM’S RECENT SUCCESS IN PASSING THE R06 EXAM ON HIS FIRST ATTEMPT. THIS EXAM […]
Read moreFind out what being a paraplanner involves
/We did a quick Q&A with our Paraplanner, Adam Tilston. Read below to find out from first-hand experience more about the Paraplanner role in Adams eyes! 1. WHAT DOES BEING A PARAPLANNER INVOLVE (DAY TO DAY, WHAT SKILLS ARE REQUIRED)? • Attention to detail • Logical thinking and problem solving • Independent thinking • Good […]
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