paraplanner

Advisers and their support staff have been called on to help an unnamed provider of Adviser Extranet e-services improve its product.

Paraplanning should no longer be seen as a 'stop-gap' on the way to becoming an adviser, so says Chartwell Financial head of paraplanning Sarah Hammond.

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 has thrust their job into the spotlight.

MD Karl Hartey on how the firm uses paraplanners.

How important are paraplanners to a firm's survival? "Well", Plutus Wealth Management's partner Robert Forbes says, "how important is food to my survival?"

Is paraplanning becoming a profession? Damian Davies thinks so...

John Pampling, a paraplanner at KMD Private Wealth Management LLP, talks about his move from Lloyds to the world of independent advice.

Eldon's Jonathan Bean on becoming a chartered financial planner by the time he is 30.

Founder of outsourcing firm How Why When, Lee-Anne Peters, talks about how the paraplanner role is evolving...

IFA, paraplanner, administrator: The perfect team, so says Capital Asset Management's Tony Yip.