Why paraplanning is not a profession but it should be

'We want to be seen as equal partners in the advice process'

clock • 4 min read

Setting minimum paraplanning standards and a defined role could significantly increase client outcomes, writes Scott Daniels. Here he explains why paraplanning should be a profession in its own right

Sorry to break it to you, but paraplanning isn't a profession. Now hear me out: I love paraplanning and dedicated my whole career to it. I believe we are vital to the advice process, and we all do an amazing job.  However, it's not a profession. I wish it was and I believe it should be, but it's not and to be honest, this annoys me. I had a little Google, and this was the definition of a profession: "A paid occupation, especially one that involves prolonged training and a formal qualification."   Can you spot the issue with us calling paraplanning a profession? Those that ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

My Care Hub expands to public following strong adviser support

My Care Hub expands to public following strong adviser support

Advice sector has played ‘pivotal role’ in successful rollout of care guidance platform

Jenna Brown
clock 10 September 2025 • 4 min read
CBI CEO urges Rachel Reeves to take back manifesto promise not to raise tax – report

CBI CEO urges Rachel Reeves to take back manifesto promise not to raise tax – report

Rain Newton-Smith claims ‘the time for tinkering is over’

Isabel Baxter
clock 10 September 2025 • 2 min read
'Fundamentally' different advice profession risks reputational damage from football scandal

'Fundamentally' different advice profession risks reputational damage from football scandal

High profile advice incidents like V11 ‘damaging’

Isabel Baxter
clock 09 September 2025 • 3 min read