What makes for a great paraplanner? Emma Perkins at The Art of Finance sought the opinion and experience of her colleagues at Para-Sols and provides some top tips for our readers.
Here at The Art of Finance we offer mentor support for our students and we regularly receive a lot of questions. One question that we are more commonly asked is whether we have any tips on how to be a successful paraplanner. So, for anyone who has ever asked that question, I have come up with some tips to help you be great at what you do.
Paraplanning is not just about writing reports and doing research, it is such an important role within an advice firm and gives you skills which stay with you for life and not just in the workplace. Friends always leave the organisation of social events and holidays to me because they now know me as the really organised person that loves to research and plan.
Read more in our Professional Paraplanner article here.