Cathi Harrison
Para-Sols
IFA – Advice and Business Development
Paraplanner – Everything Else!
Sales Support – Admin and Business
Processing
What a
paraplanner
should do
What a
paraplanner
shouldn’t do
Be
hidden
away
Admin
Advice
Extra pair
of
eyes/ears
Report
writing
Research
Career Paraplanner
Stepping Stone
Be clear about what you need in your firm
Developing
Implementing
Fund research
Meeting service
standards
promised
DFM/Model
Portfolio selection
Preparing reports
in line with
compliance
Platform selection
Reviewing funds,
wraps, strategies
Contact for clients –
no confusion re
advice
Enabling
consistency
Expertise
P
a
r
a
p
l
a
n
n
e
r
Not enough time
Where does paraplanning stop and advising start?
Avoid issue with job descriptions
IFA – Advice and Business
Development
Paraplanner - everything else!
Sales Support – Admin and Business
Processing
Compliance
Accounting
Marketing
IFA
Investment
Paraplanning
Chartered
IMC
Certified
Diploma
Not enough on their own
Know what type of paraplanner you want and set
objectives
Use them!
Create job descriptions and keep those lines clear
Surround yourself with support, but don’t forget
you are the adviser
Cathi Harrison