Paraplanners play a key role in adviser firms up and down the country but, until now, their work has been mainly behind the scenes. However, the IFP's launch of a new paraplanner qualification has thrust their job into the spotlight.
Each week, we will speak to paraplanners and the advisers they work for to find out more about the role. We will also be focusing on key areas to help paraplanners with their day-to-day tasks. David James is a paraplanner at Professional Independent Advisers (PIA) in Wolverhampton How did you get involved in paraplanning? I have been a paraplanner for two years but was a financial adviser for seventeen years and was actually part of the founding team of PIA in 1987 before moving to IFS UK in 1999. I chose to come back to PIA in 2007 as a paraplanner after my wife was diagnosed wit...
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