Is 'paraplanner' still the right title in a post-AI world?

‘In reality, paraplanners are essential collaborators, not mere assistants’

clock • 4 min read

PFS paraplanner of the year Scott Daniels says that while AI is undeniably powerful, it works best in collaboration with human paraplanners...

I heard about an event recently where an artificial intelligence (AI) tool was being presented. The headline on the slide was "the end of paraplanning." Mind you, this was in a room filled with paraplanners, so it didn't go down all too well! As a career paraplanner and owner of a paraplanning business, this piqued my interest. With the rise of AI in financial services, there's a growing question about the future role of paraplanners. Many are quick to declare that AI will replace paraplanners altogether, but is that really the case? As financial advisers adapt to mounting deman...

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 Business

Editor's view: Feeling the heat

Editor's view: Feeling the heat

The editor's Friday Night Takeaway from 29 May

Jen Frost
clock 29 May 2026 • 2 min read
Why advice firms need to be 'more intentional' when attracting new talent

Why advice firms need to be 'more intentional' when attracting new talent

Financial advice not seen as ‘a profession at all, let alone a first-choice career’

Sophia Panayi
clock 27 May 2026 • 8 min read
Lead generation: Execution is just as important as selection

Lead generation: Execution is just as important as selection

'It's no surprise the channel has, at times, been met with scepticism'

Richard Ardron
clock 20 May 2026 • 3 min read