Understanding Paraplanning: A Comprehensive Guide

2023-11-01T13:51:22+10:00June 7, 2023|Accounting, Paraplanning Services|

What is Paraplanning? Paraplanning is a crucial aspect of financial planning that focuses on the administrative, back-office, and clerical duties that financial planners delegate to junior-level staff. This allows financial planners to concentrate on client-facing activities, high-level planning, and analysis. Paraplanners analyse clients' needs and recommend suitable products aligned to those needs. They prepare plans and reports for financial planners and attend client meetings to take notes and [...]