Paraplanning

Rise of the ‘career paraplanner' sees advisers switch roles

Why one paraplanner believes suitability reports need an urgent overhaul

School leavers needed to inject 'new blood' into paraplanning

Advisers should not be 'snotty' towards less qualified paraplanners

'I didn't want an advisory role, I'm not a massive people person'

Half of paraplanners believe their roles are ‘poorly defined’

Paraplanning is an often overlooked role

'As I walked on the firm's gravel drive in my heels, I thought I'd made a life error'

Case Study: 'She was overwhelmed and anxious'

Paraplanning firm launches support for advisers

Advisers' struggle to get basic information is ‘absolute disgrace’

More than half of paraplanners believe AI should be regulated

Access Financial Services launches paraplanning service

'Paraplanning gives me the flexibility to look after my son'

AI poses 'moral question' for advice firms

‘Some of the better advisers have been paraplanners’

GCSEs are enough to have successful paraplanning career

The Verve Group announces leadership team for foundation

Paraplanning path is strong alternative to university

'Best thing about paraplanning is not taking the work home'