You’ve established yourself as a paraplanner, but now you’re thinking: ‘What next?’For many paraplanners, staying in paraplanning is exactly what they want to do. But what does career development look like within the profession? How have people built on their paraplanning skills and experience? And what about those considering a move into other areas like financial planning or specialising in research or operations?This Assembly, recorded on 3 September explored some of the career routes within and from paraplanning.Our host Caroline Stuart, owner and founder of Sparrow Paraplanning, is joined by Ellie Bailey, paraplanning team leader at Succession Wealth, Farida Hassanali, client manager at Paradigm Norton, Rebecca Tuck, operations director at FLP Financial Life Planning and Sian Greenhill, operations executive and centralised investment and product committee at Brooks Financial – all sharing their perspectives on career progression and specialisation.Over the course of the Assembly, they discuss:Some of the career development options for paraplannersThe practical steps our panel took to progress in their careersLessons learnt along the wayTips for planning your next career moveYou’ll leave this Assembly with your head full of good ideas for potential career development and a bucket load of insights from people who’ve successfully made these transitions and you can claim one hour’s CPD.Catch up on previous Assemblies in this seriesThis continues our series on paraplanning career development. Don’t miss our previous sessions exploring how to break into paraplanning and choosing the right place to work for your early paraplanning career.Save your spot at the final session in this four-part seriesJoin us online at 1pm on Wednesday 1st October 2025 for ‘Developing as a paraplanner: ‘How do I build a career?’’Thanks to AegonThis Assembly would not be possible without the generous support of Aegon. Thank you to the team at Aegon for supporting and for backing the development of paraplanners and paraplanning in the UK through their support of the Paraplanners’ Assembly.Useful linksHere are the links mentioned in this Assembly. Once you’ve watched or listened, make sure you tap the link to receive your CPD certificate (first link below).Request CPD certificateCrowdcast: watch the Replay (with Chat)Vimeo: watch video of this Assembly (without Chat)The Big Tent Hosted on Acast. See acast.com/privacy for more information.

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