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The Problem With Paraplanner Career Progression
Manage episode 491622660 series 3618511
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In this episode of The Problem With, hosts Alex and Annabel dive deep into the overlooked and often misunderstood world of paraplanner career progression in financial services. Drawing from their own journeys—from administrator to paraplanner to compliance professional—they unpack why so many firms still lack structured career paths, especially for those who don’t want to become advisers.
They explore the real challenges paraplanners face, including limited opportunities, the stigma of “just” being a paraplanner, and the outdated hierarchy of admin-paraplanner-adviser. Along the way, they share practical tips for paraplanners to advocate for their own development, whether that means advancing their technical skills, shifting into compliance, or simply staying in a role they love—without feeling pressure to move into client-facing positions.
Whether you're a paraplanner, administrator, adviser, or firm owner, this honest conversation is packed with insights to help you rethink career progression, support your team, and build a more inclusive and empowering workplace culture.
21 епізодів
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