Within the financial services industry there is a generally accepted process which financial advisers and financial planners go through prior to providing their clients with a financial plan or report. In simple terms this will be a meeting with the client at which the adviser or planner will ‘get to know’ their client and establish whether there is any way in which they can work together to help the client achieve their financial needs and objectives. If the financial adviser/planner feels that they can assist in some way they will often arrange a further meeting at which they will present their solutions to the client.

A paraplanner is a person who will work with the financial planner / adviser on devising the best solution for the client. They will understand the client’s financial situation, understand their needs and objectives, understand what they want to achieve and work with the financial planner to devise a strategy and solution to meet those needs.

If you wish to discuss ways in which you feel our Paraplanning service can help your business please get in touch.