I'm looking for...


Paraplanner Panel

Paraplanner Insights

Paraplanners insights are essential to the process of financial guidance, helping financial advisors give their clients thorough advice that is accurate. The research, data analysis, and report-writing assistance of highly qualified specialists known as paraplanners serves as the cornerstone for reliable financial recommendations.

Research in Finance have the largest panel of Paraplanners of any business. We have over 5,000 Paraplanners currently on panel.

Paraplanners are the central to the successful, modern advisory business having influence over pretty much all aspects of the providers used, investments selected and the due diligence required to keep their firms compliant.

  • In-House Paraplanners
  • Outsourced Paraplanners
  • Paraplanner Team Leaders
  • Investment Committee Members and Chair People

At Research in Finance we also have a large panel of Administrators who often are the main users of platforms and are perfect for User Experience testing.

Our Panel have influenced some of the biggest companies in the world to improve their communication with their clients and to run their businesses in a more responsible manner.