Paraplanning 'not always' a stepping stone to becoming an adviser

‘Depends on the person and if they want the client-centric element’

Isabel Baxter
clock • 2 min read

Becoming a paraplanner is not necessarily a stepping stone to becoming a financial adviser or planner, delegates heard.

Speaking at the Personal Finance Society's Purely Paraplanning conference today (8 May) as part of a panel, Wright, Johnston & Mackenzie paraplanner Steven McBurnie and Haven Paraplanning co-founder and director Andy Schleider highlighted some paraplanning myths. The idea that an individual becomes a paraplanner to then become an adviser is changing, according to McBurnie. "As paraplanners, we work in partnership with advisers, and it is a job that should be respected just as much," he said. McBurnie said that he "ironically" wants to become an adviser because of the client-facing ...

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