What is a paraplanner or paraplanning?
Many times we've been asked What is a Paraplanner or What is Paraplanning?
Our definition of a paraplanner is:
A paraplanner is a person within the Financial Services industry that prepares Statement of Advice documents, financial modelling and other financial planning documents.
To further define this role, we will look at some of the tasks that a paraplanner performs. Each paraplanning role has a slightly different focus and can have more focus on areas such as client meetings, research, financial modelling or administration.
Some common tasks include: