paraplanner

Paraplanners should no longer be the preserve of the mid-to-large sized IFAs and would be a good investment for even one-man practitioners, the newly-crowned paraplanner of the year says.

Siobhan Record is a paraplanner and trainee financial adviser for Worcestershire-based Prosser Knowles. She joined the firm earlier this year and is its first paraplanner.

Not many choose to become paraplanners after being advisers. Martin Vaughan did...

Gemma Davies, a paraplanner/trainee financial planner at Bluefin's Cardiff office, works in a team of six providing support to financial planners Julie Lord and Marlene Shalton.

Paraplanner numbers are set to soar as the RDR approaches, with industry experts suggesting they will become a vital part of all IFA practices.

Affluent Financial Planning has hired a paraplanner as part of plans to prepare for sweeping changes under the RDR.

The Institute of Financial Planning (IFP) has launched a qualification for budding paraplanners.

Acquisitive IFA Bradbury Hamilton is backing moves to introduce qualifications for paraplanners.

The Exchange is launching a series of new tools which provides advisers with a client database and allows paraplanners their own status on the site.