Wayne Vernon is a paraplanner at The Private Office, an appointed representative of AWD Chase De Vere. He says, while others dreamed of being astronauts, he knew he wanted to work in financial advice…
Q. How did you get into paraplanning? A. As soon as I left university I knew I wanted to be a paraplanner, but at first I started work for Aviva, and then Standard Life. I’ve also been a personal assistant to an adviser at Chase De Vere, and a financial researcher for three months. So I only actually became a paraplanner three years ago, but built up a body of really useful experience in the financial industry beforehand. Q. What made you switch focus from provider to adviser? A. The job at Aviva was a really good sounding ground from which to see developments in the profession. But I...
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