From paraplanner to Plannerpal
6 January 2025
Rob Kingsbury spoke with Rob Tedder, ex-paraplanner and recently appointed sales lead at AI-driven financial advice tech provider Plannerpal, about moving from paraplanning to a technology role, the skills paraplanners bring to roles outside of paraplanning, and how AI will help transform financial advice processes. After 14 years working within advice firms, Rob Tedder...
