Moving into a Paraplanning Role
An Independent Financial Adviser friend of mine has kindly offered to help me with a possible Paraplanner role as she sees me as a good fit. We are London based.
I am coming from a customer service role as a very different career into Paraplanning. I do not have any qualifications yet, though I do help people with basic financial research and supportive resources.
I have taken an active interest in my own investments and I’m motivated to now help others who are coming from debt towards financial independence.
My friend has invited me to her office in a couple of weeks to meet the rest of her team of fellow IFAs.
I am unfamiliar with much of the jargon and the types of analytic software that gets referenced quite a lot.
Would anyone with Paraplanning experience be willing to chat or to share for a while to give me some perspective on what the role means to them and how they have found it?
Any tips or advice would be most welcome too.
Thank you good people!