Paraplanner Zone

clock

Paraplanning should no longer be seen as a 'stop-gap' on the way to becoming an adviser, so says Chartwell Financial head of paraplanning Sarah Hammond.

Hammond is head of paraplanning and operations manager at Altrincham-based Chartwell Financial, which has been providing financial planning solutions to personal and corporate clients since 1992. Sarah joined Chartwell-Financial in August 2008 after being head of paraplanning at another firm. She is in charge of two paraplanners and four administrators.  Q. How did you get into paraplanning? A. It wasn’t a conscious decision in the sense that it wasn’t what I set out to do. I took a year out from university and started working as a secretary for a financial advisory firm. I then ...

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 Investment

PA360: It is 'impossible' to pick out the best asset class every year

PA360: It is 'impossible' to pick out the best asset class every year

‘The outsourced route is one that a lot of advisers are now taking’

Hope Coumbe
clock 26 April 2024 • 2 min read
PA360: Framing of information to investors 'extremely pervasive'

PA360: Framing of information to investors 'extremely pervasive'

Consumer Duty states consumer biases must not be exploited

Jenna Brown
clock 25 April 2024 • 1 min read
Schroders chief executive Peter Harrison to retire in 2025

Schroders chief executive Peter Harrison to retire in 2025

Harrison began his career at Schroders as a graduate in 1988

Cristian Angeloni
clock 24 April 2024 • 2 min read