Paraplanning
For this community we run the following events; Paraplanning Matters and Paraplanning Excellence.
About this audience
Connecting Paraplanners, Analysts and Technical support who work with advisers from the top 500 UK IFAs and Wealth Managers and Private Banks.
This community’s shared objective is to concentrate on pivotal strategic matters influencing both these businesses and the broader industry.
A paraplanner is a vital part of any financial planning team carrying out several tasks that are necessary for developing and reviewing customers' financial plans, including preparing client reports and recommendations for the financial advisers.
Events
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