IFA, paraplanner, administrator: The perfect team, so says Capital Asset Management's Tony Yip.
Paraplanners play a key role in adviser firms up and down the country but, until now, their work has been mainly behind the scenes. However, the IFP's launch of a new paraplanner qualification this month has thrust their job into the spotlight. Each week, we will speak to paraplanners and the advisers they work for to find out more about the role. We will also be focusing on key areas to help paraplanners with their day-to-day tasks. Tony Yip from Capital Asset Management How did you become a paraplanner? I have always had ambitions to join the industry, and I started by stud...
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