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Paraplanner profile: Polly Jenkins of ParaMore Paraplanning Services

by William Robins on Nov 27, 2012 at 15:10

Paraplanner profile: Polly Jenkins of ParaMore Paraplanning Services

Polly Jenkins - ParaMore Paraplanning Services

Type of paraplanner:

Outsourced

Qualifications:

MSc (Hons) Money, Banking and Finance, DipPFS

Paraplanning since:

2006

Why paraplanning?

I enjoy quite a few things about being a paraplanner: being efficient, ticking items off my checklist to ensure compliant files, performing income tax and inheritance tax calculations and receiving thanks from an adviser’s clients on how clear my reports are.

Most challenging aspect of paraplanning:

Dealing with some advisers who refer to you as an ‘overqualified secretary’.

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