THE PLATFORM PARAPLANNER ROOM

Sam is a consultant and Head of Mentoring at the Paraplanner Club, a free mentoring scheme for paraplanners around the country who want to develop their career. We asked him to share his insight through a series of short interviews, with this first instalment focussing on the biggest challenges facing paraplanners right now and how the role is evolving.

The Paraplanner Survey is an annual temperature check on the health of the paraplanning profession and an insight into the increasingly crucial role that paraplanners play within the advice value chain. We surveyed over 400 paraplanners, diving into the most pressing issues facing their profession right now and revealing how they feel about their role and their relationships with advisers.