Paraplanner of the Year Neil Wortham: What do we do? We serve and protect

Paraplanner of the Year Neil Wortham: What do we do? We serve and protect

Scott Sinclair
clock

Professional Adviser's newly-crowned Paraplanner of the Year on advisers "opening up" and the benefits of being able to look at client cases "coldly"...

Neil Wortham's first day on the job - having secured a deal to provide paraplanning services to Foster Denovo's 100-odd self-employed advisers - was an eye-opener. "When I started, I was sat in the corner by myself," he said. "I think I billed for 20 hours or so in my first month". Now, the five members of the paraplanning team at the national IFA each completes about 35 hours per week, invoicing the advisers separately for work undertaken. Wortham spent four years in the sales team at the Prudential - "not my strong suit" - before working as a business consultant and, later, launc...

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 Your profession

Advisers urged to prioritise mindset over products in retirement planning

Advisers urged to prioritise mindset over products in retirement planning

Defaqto conference panellists urge shift to service-led, goal-driven strategies

Sahar Nazir
clock 02 May 2025 • 1 min read
PA360: 'Clients crave certainty, not solutions' – advisers urged to listen harder

PA360: 'Clients crave certainty, not solutions' – advisers urged to listen harder

‘Are you really listening to your clients?’

Sahar Nazir
clock 02 May 2025 • 2 min read
PA Asks: Should the cash ISA limit be cut?

PA Asks: Should the cash ISA limit be cut?

Plus, which business leader inspires you, redundancy cover and NFTs

Professional Adviser
clock 02 May 2025 • 1 min read