What Role do Paraplanners Play in the Advice Process?

Hi All

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

Comments

  • 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.

  • 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

  • NathanNathan Member
    My opinion is that Paraplanners do an awful lot more than what is listed here and this almost belittles what we do.
  • @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

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