Fiona Tait: Is paraplanning a profession in its own right?

One adviser's view

clock • 4 min read

Having recently been through the recruitment process for paraplanning talent Fiona Tait explores if the role can be viewed as a profession in its own right...

There have been a few discussions on the subject of paraplanning being a profession in its own right recently. As an adviser who absolutely relies on having some technical back up my knee-jerk reaction to this question is a resounding yes and that has certainly been my experience of paraplanners. It has however been really interesting reading the various comments about who should do what in the advice process, and it has provided some food for thought. Based on the comments from my peers, and recent recruitment activity of our own, it has become clear that the role of a ‘paraplanner' ...

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