5 Nov 2013
As we have settled into the new world, with greater regulation surrounding documentation and accountability, paraplanners have played an increasingly important part in supporting clients with their financial needs. Consequently, in July 2013 Panacea launched a dedicated microsite specifically for paraplanners.
This new site offers a range of articles, services and tools designed specifically to assist with a paraplanner’s day-to-day role and includes technical information and learning materials to help with their professional development.
However, one of the biggest challenges Paraplanners face is obtaining the right information and illustrations from Providers. Therefore, Panacea is running a survey to determine what Paraplanners really want.
Following on from this, survey results will be distributed to the 41 firms that Panacea currently work with, to help them better understand your needs.
So please take a look, complete the short survey and pass it on to your paraplanner colleagues, as we believe that this, in turn, will provide further support to the Panacea community.
Survey closes at 5pm on Friday 29th November 2013.