Definitions
from Wiktionary, Creative Commons Attribution/Share-Alike License.
- noun The work of a
paraplanner ;assistance withfinancial planning .
Etymologies
from Wiktionary, Creative Commons Attribution/Share-Alike License
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Examples
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As such, they require someone who understands the paraplanning function thoroughly as they will be responsible for setting up the systems and processes that will be used across the company.
Paraplanner - HERTFORDSHIRE - Hertfordshire - £32000 per annum - Paraplanners - Hillman Saunders 2010
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The role will be to assist the wealth management team with technical IFA sales support and paraplanning.
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Main purpose of the role will be to provide paraplanning support for the HNW/UHNW Financial
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Main purpose of the role will be to provide paraplanning support for the Financial Planners.
Paraplanner - South West - South West - £28000 - £33000 per annum - Paraplanners - JWS Resources 2010
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As Assistant Consultant, you will give paraplanning support directly to one consultant, whereby your main duties will include preparation of reports to clients on financial planning matters, obtaining quotations, attending client meetings with the consultant and undertaking research on specific projects.
Assistant Consultant - London - London - Negotiable - Paraplanners - JWS Resources 2010
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Main purpose of the role will be to provide paraplanning support for the HNW/UHNW Financial
Paraplanner - Leeds - Leeds - £30000 - £35000 per annum - Paraplanners - JWS Resources 2010
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Many years ago I spent some time paraplanning in private bank for one of the big four and couldn't believe that they were trotting out the same product focused advice to their "private clients".
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(ie, advisers may be paid salary or commission, compliance support and paraplanning may be in-house or outsourced).
unknown title 2009
Comments
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