How paraplanners make a difference in volatile markets

Over the last six years since I became an IFA, one of the most important developments has been that of the role of ‘paraplanner’. When I first started I did a lot of the research myself and prepared the suitability reports. This probably took on average four to five hours of my time depending on the complexity of the case and sometimes much longer. As an adviser I really only want to be spending time in front of clients and developing relationships.  When I see a new client or I am holding a review for an existing client, I am updating the information we hold on the fact find and l...