1. Cathi Harrison Para-Sols

2. IFA – Advice and Business Development Sales Support – Admin and Business Processing Paraplanner – Everything Else!

3. What a paraplanner shouldn’t do Admin Advice Be hidden away What a paraplanner should do Report writing Research Extra pair of eyes/ears

4. Be clear about what you need in your firm Career ParaplannerStepping Stone

5. Fund research DFM/Model Portfolio selection Preparing reports in line with compliance Platform selection Developing Meeting service standards promised Reviewing funds, wraps, strategies Contact for clients – no confusion re advice Enabling consistency Implementing

6. Expertise Not enough time

7. Where does paraplanning stop and advising start? Avoid issue with job descriptions

8. IFA – Advice and Business Development Paraplanner - everything else! Sales Support – Admin and Business Processing

9. IFA Compliance Paraplanning Investment Accounting Marketing

10. Chartered Certified IMC Diploma Not enough on their own

11. Know what type of paraplanner you want and set objectives Use them!Create job descriptions and keep those lines clear Surround yourself with support, but don’t forget you are the adviser

12. Cathi Harrison