This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.
Money Marketing Cover

Paraplanner power

  • Print
  • Comment

As the RDR eats more into advisers’ precious time and increase pressure on their business, paraplanners will be in greater demand, writes Rachael Adams:

Paraplanners are at the core of the business, says Eve Wheeler

Paraplanner qualifications and exam preparation

Other useful links and resources

Skills training for paraplanners moving to a client-facing role

The Money Marketing Academy runs a series of business skills courses.  Our sales skills course has proved popular with those wishing to build on their technical skills and learn how to:

  • Understanding how and why people buy
  • Engaging the customer
  • The psychology of buying
  • Asking the right questions
  • Selling to the right people
  • Getting the client to close themselves!

Please email us at for details of the next available course.

Have you found any other resources, seminars, courses, websites or groups useful in your role?  Or is there a particular area in which you would like to see more support made available?  Please use the comments box below to share your thoughts.

  • Print
  • Comment

Daily Email Updates
If you enjoyed this article, sign up to receive the latest news and analysis from Money Marketing.

The Money Marketing CPD Centre
Build your annual CPD - you can log and plan your CPD hours for free with The Money Marketing CPD Centre.

Taxbriefs Advantage
Advantage is a digital reference source giving unbiased, independent, answers to your technical queries. Subscribe to Taxbriefs Advantage.

Have your sayEdit my profile/screen name

You must sign in to make a comment

Fund Data

Editor's Pick


Do you agree with calls for a flat 30% rate of pensions tax relief?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments