The Paraplanners

The Paraplanners work with financial advisers to help clients make sense of their money. Working side-by-side with financial planners and advisers, we offer ideas and insights through research, analysis and reports.

The 7 virtues of suitability reports

It's one of the pivotal tasks that paraplanners perform, but what's the difference between an excellent suitability report and a so-so one?

The Paraplanners' Kim Bendall, thinks she knows.

In fact, Kim suggests that there are seven virtues to look out for when drafting or reviewing reports. But what are they?

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Nine reasons why advisers love to outsource their admin to The Paraplanners/ more
Discover what our brand of paraplanning service stands for and what it means for financial planners now and in the future./ more

Working for The Paraplanners

We're often on the lookout for talented people but what does it take to be a paraplanner at The Paraplanners?

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What do paraplanners do?

This question is often a cause for discussion and usually it's debated in terms of the tasks, not the benefits.  We liked this answer.

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