The radical changes announced in the Budget serve as a timely reminder of just how crucial the paraplanner's role is in supporting advisers. IRESS' Sophie Hall explains
Getting the right blend of cost, efficiency and service is more important now than ever, and these business drivers look set to become even more prominent as the dust settles following the changes announced in the Budget. As firms seek to maximise the time their advisers spend with clients and substantially reduce administration costs, the role of the paraplanner is becoming ever more central to how advice businesses operate. Utilising experienced paraplanners appropriately and having a seamless link between them and the adviser will be key to long-term success for firms in today's new w...
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