paraplanning

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…

The Institute of Financial Planning (IFP) will hold pilot paraplanning examinations in the next month as the professional body prepares to roll out the country's first level four qualification for paraplanners.

Svenja Keller joined John Lamb Partnership in October 2008 in her first paraplanning role and just over a year later scooped the Paraplanner of the Year title at the Professional Adviser Awards 2010.

Cheryl Wade, senior paraplanner to Glyn Williams and supervisor at ‘Build your Wealth', on the paraplanner/IFA relationship.

Julie Wycherley of Broadway Financial Planning made the unusual move from agriculture to paraplanning.

Nick Cann, CEO of the IFP, on why financial planners deserve all the awards they get

Only two out of 100 people would know what a paraplanner does, Brook-Dobson Brear's Gary Tunstall says. So his business card reads something else...

Veena Patel, paraplanner to Rebecca Taylor at Dunham Financial Services, works from home and rarely meets clients. But could the company function without her?

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

"The role of paraplanner is evolving," Simon Poole of Direction Financial Planning says. "Clients call me now..."