You may not be familiar with paraplanning as a job. It’s a fairly recent role in the financial planning process. We provide expert qualified support to the planners and business administration team. Paraplanners take care of the factual and technical background to client meetings.
Our real skill is to taking a lot of information from these meetings and turning it into written documents to communicate our proposals to the client clearly and succinctly.
Outside of work, I read a lot, bake occasionally and spend a lot of time with the recent canine addition to our family. Speaking of family I have two boys. I’m originally from Finland and we regularly travel ‘back home’ where I enjoy relaxing in a cabin and jumping in a cold lake from a hot sauna.
