Freelance Paraplanning Work Opportunities
Tory
Member
Morning all,
I have 9 years of experience in financial services and hold level 4 DipPFS . I was a paraplanner for an outsourced firm and then in 2020, due to several circumstances, went down the IFA route.
Having done 4 years as an IFA, I decided it wasn't where my strengths lay and the workload/routine didn't fit around family life.
In a bid to refocus and rebalance, I left my role as an IFA this year.
I'm interested to see what the freelance paraplanning route can look like and find out from you lovely people where and how I could/should be looking for work?
I would appreciate any thoughts, support and guidance from the community here.
Tory