My time Paraplanning

 A number of professions recognize the role of that supportive personnel trained in specified ways play in their work. Among the best known examples are paralegals and paramedics. Financial planners also have such a designation and it’s called “paraplanner.” 

Such a professional handles administrative, accounting and other support tasks for a financial advisor. Consider working with a financial planner to develop an investment strategy and estate plan.

Having worked as a Paraplanner for many years I have worked my way up through the ranks of Trainee, Paraplanner, Senior Paraplanner to Paraplanning Team Leader roles.

I have an immense love for Paraplanning because of the significant enhancements I believe it brings to a client's financial planning experiences and to their journey.