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Paraplanning

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Paraplanning
Feb 2 2026
Paraplanners are already seeing jobs being lost to the AI note taker Delegates at the Empowering Advice Through Technology conference heard first-hand from a paraplanner what the effect of AI has been on the role - and how to beat it
Paraplanners are already seeing jobs being lost to the AI note taker
Fifth of paraplanners using AI to manage increased workloads
Paraplanning
Nov 13 2025
Fifth of paraplanners using AI to manage increased workloads
How financial paraplanning is an evolving and indispensable role
Paraplanning
Nov 12 2025
How financial paraplanning is an evolving and indispensable role
David Cole
How diverse work environments push development
New Voices
Nov 7 2025
How diverse work environments push development
Should paraplanners be formally recognised by the FCA?
Paraplanning
Sep 5 2025
Should paraplanners be formally recognised by the FCA?
Gender gap in paraplanning ‘encouraging’ but more progress needed in advice
Paraplanning
Jul 7 2025
Gender gap in paraplanning ‘encouraging’ but more progress needed in advice
‘It’s a paraplanner’s market- they can pick the right firm for them’
Paraplanning
Jul 1 2025
‘It’s a paraplanner’s market- they can pick the right firm for them’

More

Calling paraplanners - the Women’s Wealth Alliance needs you!
Women's Wealth
Jun 10 2025
Calling paraplanners - the Women’s Wealth Alliance needs you!
‘Role of paraplanning hasn’t changed, but the perception has’
Paraplanning
Jun 10 2025
‘Role of paraplanning hasn’t changed, but the perception has’
Paraplanners do not have time ‘to be behind the curve’
Paraplanning
Jun 9 2025
Paraplanners do not have time ‘to be behind the curve’
Advisers need to rethink norms ahead of IHT changes
Inheritance tax
May 12 2025
Advisers need to rethink norms ahead of IHT changes
Breaking down different roles in the UK’s financial advice profession
FT Adviser
May 8 2025
Breaking down different roles in the UK’s financial advice profession
Important for advisers to work with paraplanners rather than delegate
Paraplanning
May 7 2025
Important for advisers to work with paraplanners rather than delegate
‘I wanted to earn my own respect in financial services’
Your profession
May 2 2025
‘I wanted to earn my own respect in financial services’
Half of paraplanners have no desire to move into an advice role
Paraplanning
Apr 30 2025
Half of paraplanners have no desire to move into an advice role
‘The importance of making advice appealing to younger people’
Diversity & inclusion
Apr 11 2025
‘The importance of making advice appealing to younger people’
People may not see themselves as an adviser but they could be good at it
Diversity & inclusion
Mar 28 2025
People may not see themselves as an adviser but they could be good at it