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Paraplanners are feeling confident in their role
- Investment Management
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PDF Download
- 20.09.22
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Embark’s latest survey revealed paraplanners are feeling positive about their role. Many paraplanners are confident about the future of the profession and believe technology will play an important role in delivering better advice to clients in the future. Paraplanners also reported they feel they are receiving the recognition they deserve and have developed strong alliances with advisers. As a result, paraplanners are sure of the value they add to financial planning.