Why we put our paraplanners in front of clients

The paraplanner role is evolving...

clock

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...

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

Financial planning 'badly' needed PFS £1m talent pledge – what next?

Financial planning 'badly' needed PFS £1m talent pledge – what next?

Considerations include representation, showing not telling, and small business support

Jen Frost
clock 29 July 2025 • 6 min read
FNZ hit with $4.6bn class action from employee shareholders

FNZ hit with $4.6bn class action from employee shareholders

Claimants argue institutional investors received new shares and warrants on more favourable terms

Sahar Nazir
clock 28 July 2025 • 1 min read
FCA drops cases against two LIBOR scandal traders amid Supreme Court judgement

FCA drops cases against two LIBOR scandal traders amid Supreme Court judgement

Tom Hayes and Carlo Palombo

Linus Uhlig
clock 28 July 2025 • 1 min read