Evie Owen, joint managing director at Owen James, explains the findings of its recent study into the needs of today's paraplanner...
A study we recently commissioned clearly shows paraplanners are facing not just increased responsibility, but also an increased workload. In a post-RDR world, with increased pressures on justifying costs, the role of the paraplanner will become even more vital to advisory businesses. Information overload The most striking finding from the research was just how stressed out today’s paraplanner is. Information overload seems to be their biggest issue. They are looking for help disseminating the information flow from product and service providers, citing online platforms targeted at...
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