What Makes a Good Paraplanner?
Paraplanning is often seen as a good training ground for the professional advisers of the future. However, paraplanners also come from many backgrounds, including financial advisers who recognise that their skills are more suited to a professional paraplanning role.
An effective paraplanner will exhibit some or all of the following skills:
- Technical insight
- Product awareness
- Service driven
- Solution motivated
- Commercial awareness
- Compliance focused
- Presentation adept
- IT proficient
- Resourcefulness
- Target, time and goal driven
If you believe that you possess some or all of the above skills and are interested in joining Paraplanning Direct on a freelance basis, then please contact us.