A paraplanner is a financial services professional who handles administrative, accounting and other support tasks for a financial advisor. A paraplanner is a financial advisory office’s equivalent of ...

Anyone who knows anything about paraplanning will talk about how much the role has evolved over the last 15 years. Given that strong technical skills are essential for the job, it is not surprising ...

A Financial Paraplanner Qualified Professional (FPQP) has a proven expertise in the arena of financial planning, which helps them better advise their clients. They are different than most paraplanners ...

There has been a great deal in the news about apprenticeships lately. For me, apprenticeships are close to home, as my son has just started one after eight years of working in a bank. The government ...

I read quite a bit about how good paraplanners are so hard to find and retain. Over the last month I’ve been talking to quite a few paraplanners at lots of different firms. Having been a paraplanner ...

Did you become a financial advisor to sit in your office and enter data into a computer? Probably not. But like many of your counterparts, entering client information into financial-planning software ...

A number of years ago at a Financial Planning Association (FPA) conference, the head of an American financial planning group suggested planners would become the back-office people and client ...