›

What Role do Paraplanners Play in the Advice Process?

NathanNathan Member
in General

Hi All

I was just completing a survey for the platforum and came across this question and wanted to hear what other people thought?

Share on Google+

Comments

  • Suse1969Suse1969 Member

    All of the above but I wouldn't describe the first one as client service admin - more client relationship management. Our PPs will be the client's first contact before they even think about speaking to the adviser in many cases, particularly ongoing.

    Share on Google+
  • arongunninghamarongunningham Member

    compiling suitability reports and choosing investment products.

    Our paraplanners also complete illustrations and application paperwork - not sure if that comes into any of those options

    Share on Google+
  • NathanNathan Member
    My opinion is that Paraplanners do an awful lot more than what is listed here and this almost belittles what we do.
    Share on Google+
  • amarshallamarshall Member, Moderator

    @Nathan said:
    My opinion is that Paraplanners do an awful lot more than what is listed here and this almost belittles what we do.

    +1

    Share on Google+
Sign In or Register to comment.