Our safety net: Advisers celebrate their paraplanners

SAFETY NET

clock • 5 min read

The rise of the paraplanner seems to have been inexorable in recent years. Advisers discuss whether they have become indispensable.

With almost 30 years behind him, Jonathan Fry speaks with plenty of experience when espousing the importance of paraplanners. His business, Jonathan Fry Plc, has five paraplanners, or ‘client managers' as he calls them, working with three advisers, and they clearly do more than just push paper. "We see them as crucial to administering the clients properly, as a dedicated point of contact, to attend meetings and write reports," he explains. "It would just be impossible to imagine operating without that level of support and be as productive as we are. "We have been using them for ...

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