Help! I need somebody: One paraplanner's open letter to providers

One paraplanner's open letter to providers

clock • 6 min read

Paraplanner Kim Bendall gets it: providers have a tough job. But there are a few things they could do to, you know, improve...

One of the interesting things I've noticed over the last five years in particular is the way providers have started to change and adapt what they do in order to support our community. We are frequently asked by many different organisations within the industry how they can reach out to paraplanners and tailor what they do to this small, but growing, bunch. There seems to be a myth that the needs of paraplanners are vastly different to those of advisers, and that we need all sorts of new and innovative ideas directed our way. Information Having worked as both an adviser and paraplanne...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Compliance-focused adviser generation 'lost the human touch'

Compliance-focused adviser generation 'lost the human touch'

‘Now there's soft skills training but advisers naturally did it back then’

Isabel Baxter
clock 24 April 2024 • 2 min read
Advice firms face data challenges amid new regulation

Advice firms face data challenges amid new regulation

Firms face challenges in collecting data and due diligence processes

Sahar Nazir
clock 24 April 2024 • 1 min read
PA Working Lunches: Register today to hear from Baillie Gifford

PA Working Lunches: Register today to hear from Baillie Gifford

Join us for an informative session worth one hour of CPD

Professional Adviser
clock 24 April 2024 • 1 min read