Have you considered Paraplanning as a career?

Paraplanning is a little-known part of the financial advice/financial planning/wealth management sector, which in itself is not tremendously well understood.

Whereas financial planners are client-facing in their work, paraplanners are based in the back office and have a focus on financial market research and report writing.

Paraplanning is a stepping-stone to becoming a client-facing financial planner; it gives a member of staff time to take professional qualifications needed to do the financial planning role and gain valuable experience of the financial advice process.

Paraplanning is also a career in its own right, for those who prefer the technical, analytical aspect of a role over client interaction.

 

For those students better suited to a role in client-facing financial planning, this excellent programme from Mazars is still open until the end of the month.