Paraplanner Zone: Kobir Rahman

Kobir Rahman, a consultant at Plutus Wealth Management, holds the CF1, CF3 and CF4 qualifications and is working towards his FPC in early 2010. Rahman hopes to study towards Chartered Financial Planner status, before possibly looking at specialising in aspects of taxation and Islamic Shari’ah finance. Q: What is your average day like? A: My role is slightly unusual in that I sit in on a lot of client meetings. Because clients know me I’m the first point of contact for them so I deal with a lot of client enquiries, as well as the more routine administration work of course. Q: What ...