What experience do you have?
I often say that I have at one time, or another been involved in every aspect within the financial services sector from shares trading, commercial lending, private banking to retail advice.
What does a Paraplanner do, exactly?
Paraplanners work alongside advisers and often hold similar qualifications. They do not, regularly, provide advice but instead focus on research, analysis, implementation, and report writing.
What Qualifications do you hold?
Diploma in Regulated Financial Planning - DipPFS
Cert CII (MP) - the qualification that permits me to provide mortgage advice.