Gregg Crawford, senior financial planner at Informed Financial Planning, explains why the paraplanner role at his firm will continue to evolve as the business develops.
As a senior financial planner with more than 12 years experience in the industry, I have become acutely aware of the important role paraplanners play in helping to deliver financial advice effectively. Here at IFP, the inhouse paraplanning role is not new, in fact it has played an important part in the way we operate for the past seven years. Our focus has always been to provide the best client experience that we can and without such a strong support from the paraplanning and technical team, our proposition would not be as robust as it is today. A key member of our team is Paul Bowate...
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