Expert Training and Consultancy

Training with Richard AllumOver the last two years Richard has worked with several companies to provide training to paraplanners based on his experience in setting up and managing a paraplanning team.

Training is delivered to small groups for individual companies or in a workshop style for larger groups.

Topics covered include:

• Defining the role of a paraplanner
• Developing paraplanning systems and process
• Report writing
• Using IT to become more efficient and professional

Consulting with Richard AllumAs well as providing training to paraplanners, Richard has also been able to help advisers and their businesses with their own paraplanning teams and functions.

Consulting areas include:

• Helping to create clearly defined roles and responsibilities
• Putting in place more efficient processes
• Selecting and implementing systems to help the paraplanners achieve their objectives