The Paraplanner Club - Sian Davies Cole

Financial Planner Life Podcast · Nov 11, 2021 · 1h 3m · transcript

This week Sam is joined by Chartered Paraplanner Sian Davies Cole. Sian is the director of Plan Works, an outsourced Paraplanning company but she is also the co-founder of the Paraplanner Club, a free mentorship programme for current and aspiring Paraplanners to connect with mentors and mentees. Sian’s great work helps people gain community & support whilst promoting this great career path within the financial profession.

For more information on the Paraplanner club and to join, visit their website: https://www.theparaplannerclub.co.uk

We cover:

What is the role of a Paraplanner?

Why…