paraplanner
n.— «Under the Australian model the financial planner still meets with the client and assesses their needs, but the actual plan is produced by the paraplanner in the back-office.» —“Paraplanners bolster advice process” by John Wilkinson Money Management (Chatswood, New South Wales, Australia) Apr. 19, 2007. (source: Double-Tongued Dictionary)
Further reading
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