Paraplanner Zone: Cathi Harrison

clock

Cathi Harrison started outsourcing group Para-Sols in 2009. She is based in the North East but has clients right across the country.

Cathi Harrison started outsourcing group Para-Sols in 2009.  She is based in the North East but has clients right across the country.  Q. How did you get into paraplanning? A. I started considering potential career options when I was in the final year of my Business and English degree. Financial services was mentioned and really appealed to me. I thought the only options for me were as an administrator or adviser and I managed to find a job doing sales support at an IFA with a firm view to progressing to adviser level. I completed my Certificate in Financial Planning in 10 months and...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Investment

Advisers have opportunity to deepen private market engagement

Advisers have opportunity to deepen private market engagement

Most client allocations to private markets are either 5%-10% or 1%-5%

Isabel Baxter
clock 18 November 2024 • 2 min read
Royal London cuts number of governed range portfolios

Royal London cuts number of governed range portfolios

Renaming remaining portfolios to reflect level of investment risk

Jenna Brown
clock 18 November 2024 • 1 min read
AJ Bell cuts fees across multi-asset income range

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

Beth Brearley
clock 14 November 2024 • 1 min read