Paraplanner Zone: Direction Financial Planning

Q. How did you get involved in paraplanning? A. I just sort of fell into it really. Funnily enough I used to work as an insolvency administrator at The Official Receiver in Bankruptcy in Reading before I joined financial services properly. Then in 1994 I started at Perpetual administering PEPs and unit trusts before moving to Cowes on the Isle of Wight and joining Skandia. I had to take the ferry to work in those days! After that I worked for a couple of different IFAs in the South West before joining Direction in 2005. Q. What is your average day like? A. Well it’s a small office ...