We are looking for Para Planners and Independent Financial Advisors to take part in group discussion for 1 hour in London about the nature of their work.
Thursday 27th August 2015
2pm or 3.30pm (depending on answers)
Please answer the questions below.
Please answer the following if you are an Independent Financial Advisor:
Which of the following applies to you?
I regularly carry out fund switches as part of our advice model
I do not regularly carry out fund switches as part of our advice model
Which of the following are you responsible for at work?
Setting up individual online fund switches
Setting up bulk online fund switches
Setting up rebalancing online fund switches
None of the above
Which of the following brands are you familiar with to perform these online tasks?
Other – Please specify
Do you have experience in Designations in either an online or offline situation? Yes/No?
Which companies do you recommend for Pension based investments?
Please answer the following if you are a Para Planner:
Do you actively use investment based systems? Yes/No?
Which of the following applies to you and the firm that you work for?
IFA’s perform all online activities themselves
Para Planners perform online activities on behalf of IFA’s
With regards to performing online activities for IFA’s, do you perform any of the following activities on their behalf?
None of the above
Please forward this on to anyone you know who may be interested.
Unfortunately, it is impossible to reply to all emails or phone messages. We receive lots of responses to researches that are emailed out. You will be contacted by phone if your application is successful. However, we apologise if you do not hear from us, but please keep trying for future projects that are sent out.