1. Why pursue a career with Hadlow Edwards Paraplanning?
Here at Hadlow Edwards Paraplanning we have a close-knit culture and a personal friendly vibe and feel about the place. We pride ourselves in offering career development and facilitate people to get to the next step and achieve their desired goals. We offer full training from the off and will provide financial support with exams to help you become a fully qualified paraplanner. We are behind you every step of the way.
2. What qualifications do you need to become a paraplanner?
None necessarily, however, it is an advantage if you have completed any of the R01-R06 exams previously. Some of our best paraplanners don’t have any financial exams when they join us but soon get them under their belt.
3. What does being a paraplanner involve (day to day, what skills are required)?
4. What advice would we give to someone considering paraplanning as an occupation/career?
Research the job further and the opportunities it could present and decide if it interests you. You will be more successful if you have a general interest in financially helping people and/or the problem-solving side of this role.
5. What is the difference between a financial adviser and a paraplanner?
Financial advisers are more client facing and their main role is meeting the clients, understanding their circumstances and initially creating a recommendation.
Paraplanners check the recommendation with a fine-toothed comb. They check the recommendation is appropriate, all relevant information is there, and essentially that everything adds up and makes sense for the client and it is suitable to their circumstances. They then do various calculations to support the financial advice recommendation and produce a suitability report, detailing the recommendation in clear terms. This report is then sent to the client.