paraplanner

paraplanner

(ˌpærəˈplænə)
n
(Commerce) a person who assists a financial planner, esp in compiling reports and conducting research
References in periodicals archive ?
Stark: 1) misappropriated and transferred assets from approximately 21 client accounts to new accounts at a different firm; 2) used improper addresses for clients; 3) allowed a paraplanner to operate a tax preparation service out of Ms.
Jacky Ross and Hannah Gill have also joined the wealth management team as paraplanner and apprentice within the business.
Amy Gosse, trainee paraplanner, Adam Stubbings, centre, owner and Independent Financial Adviser and Paul Nelson, Independent Financial Adviser, outside Compass Financial, Ruthin
The 32-year-old gave up work as a financial paraplanner when she had Harry because the cost of childcare made it unaffordable.
SIP Wealth Management has hired Judith Wickwar as an administrator and paraplanner and Edward Lee as an independent financial adviser based at the company's head office at Axis Court in Swansea.
Examples include Jesser's completion of her Registered ParaPlanner certification in 2011, and her plans to complete the Certified Financial Planner designation by 2015.
This follows on from Eve Wheeler being named Best Paraplanner at the Money Marketing Awards held in March.
Fisher, a registered paraplanner, who will serve as the company's administrative assistant.
You could also start as a paraplanner, providing administrative support and research for independent financial advisers.
Q: Because of reduced revenues, our practice recently had to let a paraplanner go.
Alternatively, a recent graduate, paraplanner or a junior planner could be employed (Coulter, 2005a: 1-5, 2005b: 2-3).
He is a certified financial paraplanner and holds Series 6, 7 and 63 securities licenses.