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

One adviser's view

clock • 4 min read
Fiona Tait: "How the advice process is divided between adviser and paraplanner matters less than ensuring that both are clear and who is responsible for what."
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Fiona Tait: "How the advice process is divided between adviser and paraplanner matters less than ensuring that both are clear and who is responsible for what."

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...

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