paraplanning

Veena Patel, paraplanner to Rebecca Taylor at Dunham Financial Services, works from home and rarely meets clients. But could the company function without her?

Cathi Harrison started outsourcing group Para-Sols in 2009. She is based in the North East but has clients right across the country.

"The role of paraplanner is evolving," Simon Poole of Direction Financial Planning says. "Clients call me now..."

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.

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