Paraplanners say they feel disconnected from advisers

They see this as a main blocker to doing their job effectively each day

Isabel Baxter
clock • 1 min read

Paraplanners say they feel a disconnect with advisers on what they should be doing, The Lang Cat has found.

Its sixth annual State of the Advice Nation study including 400 members of the advice profession explored paraplanning for the first time. When paraplanner respondents were asked what they see as the main blockers to doing their jobs effectively each day, a disconnect with advisers on what they should be doing was the second most common response for 42% (shown in the graph below).  The leading blocker is provider administration for nearly half of paraplanners (49%). When asked for open comments on how providers could help, the largest chunk of responses focused on the need to d...

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

Advice firms to gain integrated compliance tools as Saturn acquires Ateb Suitability

Advice firms to gain integrated compliance tools as Saturn acquires Ateb Suitability

Move brings regulatory expertise in-house to strengthen AI-backed suitability tools for advisers

Sahar Nazir
clock 14 May 2025 • 2 min read
Leveraging client data to reassure during uncertain times

Leveraging client data to reassure during uncertain times

Advisers must make use of personalised insights during market turbulance

Louis Williams
clock 14 May 2025 • 4 min read
PA Asks: Which celebrity would you most like as a client?

PA Asks: Which celebrity would you most like as a client?

Do you ever use emojis when communicating with clients? And are clients interested in thematic ETFs?

Professional Adviser
clock 14 May 2025 • 1 min read