paraplanner

paraplanner

(ˌpærəˈplænə)
n
(Commerce) a person who assists a financial planner, esp in compiling reports and conducting research
References in periodicals archive ?
ACTIVE Chartered Financial Planners, one of the North-east and Yorkshire's leading firms of chartered financial planners, is growing its team by appointing an experienced paraplanner to join its Stockton office.
Karen Wynard, managing director of Eastwood Financial Services, will be joined by marketing trainee Jessica Eastwood, administrator Tracey Kaye, paraplanner Rachael Craven and chartered financial planner John Bramwell in abseiling 20 metres down the Portland Building in Leeds city centre on Sunday to raise cash for Yorkshire Cancer Research.
NEWTON Aycliffe-based Eldon Financial Planning has recently recruited a new paraplanner to their existing team of 10 staff by working with a fellow North East England Chamber of Commerce member Synovis Recruitment.
Most advisors decide to hire a support advisor, a paraplanner or another senior advisor to add capacity and depth to their practices.
Patterson says a life insurance agent in her practice who is not prepared to fulfill new educational requirements will be repositioned as an internal paraplanner.
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.
He is now a paraplanner for Ameriprise Financial in Grand Rapids, Mich.