Help – my paraplanner is leaving!

How to retain your staff for longer – and what to do when they fly the coop

Jen Frost
clock • 3 min read

Many small to medium size advice firms could face the loss of a vital paraplanner or administrator early this year, as people embark on a New Year’s job move rush.

PA spoke to Antony George Recruitment and The Financial Planning Club co-founder Lewis Byford, who shared tips for SME advice businesses looking to retain their paraplanners and administrative staff – and how to make the best of things when they do fly the coop. Offer paraplanners and administrators career development opportunities The "biggest reason" that paraplanners share for wanting to make their next job move is a lack of career progression, Byford stressed. Smaller firms may not be able to progress their paraplanners and administrative staff in-house. However, they can still ...

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