Paraplanner Zone: Kobir Rahman

clock

How important are paraplanners to a firm's survival? "Well", Plutus Wealth Management's partner Robert Forbes says, "how important is food to my survival?"

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: Wha...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers should 'wake up' to intergenerational wealth transfer

Advisers should 'wake up' to intergenerational wealth transfer

‘Advisers need to address the next generation as a new client segment’

Isabel Baxter
clock 02 May 2024 • 1 min read
AI adoption not a 'must' for advice industry but it can leverage services

AI adoption not a 'must' for advice industry but it can leverage services

‘You are not struggling for clients, so it is a great place to be.’

Isabel Baxter
clock 01 May 2024 • 1 min read
Long-term financial planning proving increasingly difficult

Long-term financial planning proving increasingly difficult

Cash ISAs were the preferred vehicle for those planning over the long-term

Sahar Nazir
clock 01 May 2024 • 1 min read