paraplanner

paraplanner

(ˌpærəˈplænə)
n
(Commerce) a person who assists a financial planner, esp in compiling reports and conducting research
References in periodicals archive ?
| Image: @emilycarterphoto ZOE BELTON, 22, SWANSEA Aberystwyth graduate Zoe, from Gorseinon, works as a paraplanner in financial services and is training to be a financial adviser.
ping paraards td, mk Steph Edwards, who is a paraplanner for Hadlow Edwards Wealth Management Ltd, based at the former Wrexham Lager brewery building, took part in a 20-mile charity trek in aid of Nightingale House Hospice during her recent visit to the longest wall in the world.
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.
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.
The 32-year-old gave up work as a financial paraplanner when she had Harry because the cost of childcare made it unaffordable.
Gregory, who resides in Ridgeland, has also completed Spin & Mass Selling and has obtained the Certified Financial Paraplanner degree.
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.
"She doesn't stick to the confines of her position, striving to become more of a financial services renaissance woman through certifications that broaden her professional license." Examples include Jesser's completion of her Registered ParaPlanner certification in 2011, and her plans to complete the Certified Financial Planner designation by 2015.
After I graduated, I made the decision in 2007 to start working with him in a partnership, as sort of a "paraplanner." I learned all the software and I prepped for all of his client meetings.