We define a paraplanner as an experienced and qualified technical industry specialist, providing dedicated support to financial advisers. More than half of our paraplanners are qualified to Diploma level, with the rest working towards this target. Our team also benefits from a handful who are qualified to Chartered level.
All of our paraplanners have a minimum of 5 years industry experience, because whilst exam knowledge can be “crammed”, the kind of expertise that comes over time cannot be rushed.
A paraplanner isn’t just created over night, it requires years of experience and a vast array of knowledge.