Paraplanner Salary and Benefit Trends

Schulaka, Carly
January 2011
Journal of Financial Planning;Jan/Feb2011 Practice Management Sol, p28
Academic Journal
The article presents data from the 2010-2011 FPA Financial Planning Salary Survey regarding paraplanner position. It notes the role of paraplanners in financial planning practices which supports the financial planning process through research, preparation for client meetings and the development/maintenance of client accounts and added that paraplanners primarily focus on client relationship management. Result shows that paraplanners are highly satisfied with their jobs, with 65 percent saying that they are very or extremely satisfied and added that their work environment is the primary factor of their satisfaction.


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