We have a whole team of Paraplanners in-house here at Four Oaks Financial Services. We bet you are you wondering what a Paraplanner does. Most people have never heard of a Paraplanner, but they provide a vital support role to our Financial Advisers who provide financial advice local to Tamworth and the wider Midlands region.
With the help of John Smith, our incredibly knowledgeable Head of Paraplanning, we’ve created a document for you to download. This explains the role of our Paraplanning team and how they work along-side our Financial Advisers and Customer Support Team to ensure all of the technical aspects of a client’s investment are completed and approved.
To find out more about the role of our team of Paraplanners, follow this link to download A Day In The Life Of Paraplanner