Paraplanners confident despite worries the role is 'poorly defined'

Findings in its sixth annual State of the Advice Nation (SOTAN) report show that a clearer role definition on the back of open conversations "may help to address the significant challenge of disconnecting with advisers". Insight director Steven Nelson said: "The fact that so many paraplanners believe their roles are poorly defined, is a real concern and one where the whole sector must work together to address." Paraplanners have also said they feel providers have a "lack of understanding" towards the different paraplanning models. "There is a clear need for open and honest conversa...