Category: Paraplanner

Sarah Lees, a dedicated paraplanner, recently shared her personal battle with imposter syndrome, shedding light on the challenges she has faced in her profession. The pressure and self-doubt associated with imposter syndrome have haunted her throughout her career, leading to anxiety-ridden nights fearing the worst. Imposter syndrome, a psychological phenomenon where individuals doubt their skills…

Female paraplanners, despite holding or pursuing adviser qualifications, exhibit a notably low interest in transitioning to become financial advisers. Recent data reveals that only a mere 6% of female paraplanners aspire to take on advisory roles, setting them apart from their male counterparts who display a higher inclination towards this career progression. This trend sheds…

A paraplanner, Liam Chapman-Lyes, with five years of experience in the field, is advocating for a rebranding of the profession to enhance public awareness. Chapman-Lyes expresses frustration over the lack of recognition and understanding associated with the term “paraplanner.” Despite his passion for the role, he believes that a rebranding effort is necessary to shed…

Griffith University has once again proven its excellence in the financial planning domain by securing top honors at the 2016 FPA Awards. Among the standout achievers were Cody Harmon, a Masters student who clinched the prestigious FPA Financial Planner of the Year title, Bradley Aleckson, an undergraduate student who was lauded as University Student of…

Artificial intelligence (AI) is revolutionizing various industries, including paraplanning, with its successes and challenges. The debate surrounding AI’s role in enhancing efficiency while potentially replacing human jobs continues to evolve. AI’s ability to swiftly generate content based on specific requirements is impressive, as seen in a paraplanner event where an AI app effortlessly produced various…

Transitioning from a paraplanner to a financial adviser is a pivotal career journey that requires dedication and a deep understanding of the financial planning landscape. Amanda Jarosz exemplifies this transition, having spent eight years immersing herself in the intricacies of financial systems before making the leap to become an adviser. Her experience underscores the significance…

The discussion of whether paraplanners should be included on the FCA Register has raised concerns about regulatory oversight and accountability within the financial advisory sector. The Senior Managers and Certification Regime (SMCR) was established to mitigate risks posed by employees of advisory firms who could potentially cause harm to the firm or its clients. While…

In the world of financial planning, the role of a paraplanner is far from easy. Tweed Wealth Management’s commercial director, Callum Hamilton, emphasizes the challenges faced by paraplanners in a competitive market. One key aspect highlighted by Hamilton is the importance of providing opportunities for professional growth and ensuring fair compensation to retain talented paraplanners.…

Network In Partnership, a prominent advice network, has recently made significant strides by acquiring two well-established paraplanning and administration support services providers, namely The Adviser Support Hub (TASH) and The Admin Pod (TAP). These two firms have been instrumental in offering outsourced paraplanning and administration services to not only In Partnership’s members but also to…

In the realm of financial services, the journey of a budding paraplanner unfolds with a blend of challenges and growth opportunities. Ryan Sharpe, a junior paraplanner at Almond Financial, delves into the intricate world of paraplanning, highlighting the evolution of his role and the increasing responsibilities that have come his way. Embarking on this career…