Richard Simmonds - Alpha Paraplanning
Type of paraplanner:
Cert PFS, working towards level four diploma
I enjoy applying my technical knowledge to a wide range of financial planning issues.
Most challenging aspect of paraplanning:
Dealing with archaic practices of certain financial institutions. The notion of ‘customer service’ from some is frankly laughable. Being outsourced and a ‘one-man band’ is not the most efficient of business models, particularly when it comes to subscriptions for research tools.
Time spent with clients:
I work with IFA firms all over the country and rarely, if ever, get to meet their clients.