Paraplanners confident despite worries the role is 'poorly defined'

'A real concern and one where the sector must work together to address'

Sahar Nazir
clock • 1 min read

Nearly half (48%) of paraplanners believe their role is “poorly defined”, according to research by The Lang Cat.

Findings in its sixth annual State of the Advice Nation (SOTAN) report show that a clearer role definition on the back of open conversations "may help to address the significant challenge of disconnecting with advisers". Insight director Steven Nelson said: "The fact that so many paraplanners believe their roles are poorly defined, is a real concern and one where the whole sector must work together to address." Paraplanners have also said they feel providers have a "lack of understanding" towards the different paraplanning models. "There is a clear need for open and honest conversa...

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