Free download for paraplanners of Research in Finance’s latest in-depth research into the paraplanning market.
Since our last report on the paraplanning market – The Rise of the Paraplanner, published in 2019 – the world has been thrown into disarray by the Covid-19 pandemic.
Our latest Report, Paraplanning in a Pandemic, researched in April 2021, provides a unique insight into paraplanning in 2021, the development over the past two years of the role of paraplanner within financial planning/advice, as well as the impact of the pandemic crisis on paraplanning and how the market might change going forward.
The Report is kindly sponsored by Fidelity International and can be downloaded from the Fidelity FundsNetwork website, here.
Covered in this Report
- Paraplanner demographics
- Working environment
- Workload
- Salaries
- Responsibilities
- Research
- Paraplanner influence and decision-making
- Wraps and platforms
- Paraplanners’ views on ESG
- Enhancing the profession
- Threats and disruption
- Careers and development
- How the Covid-19 pandemic has affected the market
