Paraplanning

An office-based role working to support a financial planner.

Paraplanners needs good research and data analysis skills, as they find the best solutions for the financial planner’s clients.  Some paraplanners use the role as a stepping stone towards full financial planner status; others find it a rewarding career in its own right.

So, you want to be in Financial Planning…

You’ve learned about Financial Planning and rather fancy this as your career of choice but have no idea where to start.

There are many different career choices and paths to take in financial planning and The Personal Finance Society's paraplanning panel has put together this handy guide to help you learn more about one of them; Paraplanning.

Hopefully, by the end of this guide you will know a little bit more about paraplanning and how to take those first steps into this challenging, rewarding and fun profession.