The Real Voices of Financial Advice Survey

PARAPLANNER

First Name *

Last Name *

Email *

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1. How do you feel paraplanning is viewed across the industry? *

A vital part of the advice process

Respected but misunderstood

Often overlooked

Seen as an admin function

Depends massively on the firm

6. What do you wish advisers understood better about paraplanners? *

The technical complexity of our role

How much time good planning takes

The importance of a clear client brief

That we’re not “just” report writers

Other (please specify)

7. Do you feel the profession gives enough space for paraplanners to grow and specialise? *

Yes – opportunities are growing

Somewhat – it depends on the firm

No – it still feels like a support role

I'm not sure

13. Would you be interested in finding out more about any of the services we offer? *

Paraplanning

Client Servicing & Admin

LOA Chasing & Checking

Cashflow Modelling

Social Media Management

Fluid (our case management system)

Thank you for answering the questions, please click the submit button below to complete the survey.

GOOD LUCK!

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