Independent 

The rise of paraplanning: Better the planner you know

  • Understand how the role of a paraplanner is changing
  • Learn about the differences between in-house and outsourcing
  • Gain an understanding of the relationship between paraplanners and advisers
CPD
30min
The rise of paraplanning: Better the planner you know

Paraplanners are often the unsung heroes of advice practices, working diligently behind the scenes to provide technical and administrative support for advisers in an increasingly stringent regulatory environment. But lately the profession has started to edge out from the shadows, with the scope of the role expanding far beyond the back-office tasks of yesteryear.

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Comments

CPD
30min
  1. According to Mr Fryer, what action will he take if he feels the advice is not in the client's best interest?

  2. What has been the reason that Mr Chandan has outsourced in the past?

  3. What are Mr Chandan's thoughts on whether paraplanners should be regulated under CF30?

  4. What does Ms Bell describe as "another set of skills" for paraplanners?

  5. According to Ms Payne, paraplanning is most effective in which scenario?

  6. According to Mr Fryer, any firms that have a paraplanner should do what?

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