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
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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...

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