Your professionSep 25 2024

‘Paraplanning is too often viewed as an administrative role’

twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by
‘Paraplanning is too often viewed as an administrative role’
Clients are sometimes more comfortable asking paraplanners than advisers about certain things, said Saltus paraplanner Harriet Johnson (Carmen Reichman/FT Adviser)
comment-speech

Paraplanners should be encouraged to attend client meetings, whose role is too often seen as an administrative one, according to Sam Patterson, director and head of mentoring at The Paraplanner Club.

Unlimited access to our award-winning journalism

Read the full story with a free account

  • Read without interruption - full access to our reporting on the financial intermediary market
  • Bank CPD while you read
  • Share your perspectives
  • Stay in the know with our daily newsletter
  • Receive personal recommendations
Already have an account?Sign In

More on Your profession

Related Topics

Events
Paraplanning
A service from the Financial Times