Please click the categories below to view the associated links.
Regulatory and Industry Bodies
The CII is the premier professional organisation for those working in the insurance and financial services industry.
The Personal Finance Society is the leading professional body for financial advisers and those in related roles.
Software Providers
Iress provides a suite of leading Financial Services software packages, including Adviser Office, The Exchange and XPLAN.
Linden House provide Virtual Cabinet, one of the leading document management systems in the UK.
Watermark provide Volume, another of the leading document management systems in the UK.
Truth Financial Planning Software®
Truth Financial Planning Software® enables financial planners to give their clients the answers to the big questions that matter most - with ease and accuracy.
IT
Aero Networks provides a full range of reliable, cost-effective IT support services to businesses situated mainly in the Newcastle/Durham area of England.
Paraplanning
The Paraplanner is a primary source of information for paraplanners across the country. This site brings together the primary source of information and comment relevant to the role.
Virtual Paraplanner provides off-site IFA support services, including research and report writing, on a one-off or ongoing basis. All the work is undertaken by a Certified Financial Planner.
Compliance Services
The company's aim is to reduce IFAs regulatory burden and provide a choice of service levels that will allow IFAs to move forward with confidence and let them concentrate on what they do best, running their business! Practical Compliance solutions provide flexible support packages ranging from remote assistance to regular to onsite support.
One of the earliest established consultancies, ATEB has been providing pragmatic and hands-on support to IFAs, mortgage brokers and general insurance intermediaries for almost two decades.
The GI Consultant prides itself on being a consultancy that works with a business that, in common with many others, deals with financial services, mortgages and general insurance.
Miscellaneous
The place to go to find out about e-services. This site provides a comprehensive list of product providers and e-service suppliers.
With extensive knowledge of recruitment and working specifically within the Financial Services sector, EGRecruiting have a reputation for delivering pro-active recruitment solutions, tailored to your requirements.