Paraplanners play a key role in adviser firms up and down the country but, until now, their work has been mainly behind the scenes. However, the IFP's launch of a new paraplanner qualification has thrust their job into the spotlight.
Each week, we will speak to paraplanners and the advisers they work for to find out more about the role. We will also be focusing on key areas to help paraplanners with their day-to-day tasks. David James is a paraplanner at Professional Independent Advisers (PIA) in Wolverhampton How did you get involved in paraplanning? I have been a paraplanner for two years but was a financial adviser for seventeen years and was actually part of the founding team of PIA in 1987 before moving to IFS UK in 1999. I chose to come back to PIA in 2007 as a paraplanner after my wife was diagnosed wi...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
