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Rise of the Paraplanner

Having worked as paraplanners for a significant period of time, it is gratifying to see increasing demand for and recognition of the benefits that paraplanners can offer to financial advisers and firms.

Indeed, it is now a wholly recognised career in its own right. It is of course without question that the skill sets required by financial planners and paraplanners are vastly different, but wholly compatible in the overall advice process.

This is clearly set to continue as more and more advisers become aware of the benefits that working with paraplanners can bring.

Please see the link below for the latest ‘Research in Finance’ report into the role of the paraplanner, which was commissioned by Fidelity FundsNetwork.