Paraplanner Zone

clock

Paraplanning should no longer be seen as a 'stop-gap' on the way to becoming an adviser, so says Chartwell Financial head of paraplanning Sarah Hammond.

Hammond is head of paraplanning and operations manager at Altrincham-based Chartwell Financial, which has been providing financial planning solutions to personal and corporate clients since 1992. Sarah joined Chartwell-Financial in August 2008 after being head of paraplanning at another firm. She is in charge of two paraplanners and four administrators.  Q. How did you get into paraplanning? A. It wasn’t a conscious decision in the sense that it wasn’t what I set out to do. I took a year out from university and started working as a secretary for a financial advisory firm. I then ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

FCA to cut corporate bonds red tape to drive greater retail investor and wealth manager access

FCA to cut corporate bonds red tape to drive greater retail investor and wealth manager access

Move intended to boost UK growth

Linus Uhlig
clock 31 January 2025 • 2 min read
Partner Insight:  Future-proofing your business:  The case for investment outsourcing

Partner Insight: Future-proofing your business: The case for investment outsourcing

Schroders' Jamie Fowler and Philip Chandler explain why outsourcing is a proactive strategy that can transform your advisory business.

Schroders
clock 31 January 2025 • 2 min read
Watch Professional Adviser's Working Lunch with Orbis now: Risk and return from the bottom up

Watch Professional Adviser's Working Lunch with Orbis now: Risk and return from the bottom up

Catch up on the discussion

Professional Adviser
clock 31 January 2025 • 1 min read