Whether you’re considering a move into paraplanning, just landed your first role or are just curious about the options, one question you might keep wondering about: ‘What kind of organisation should I work for?’
Do you choose in-house team or outsourced provider? A small boutique practice or large corporate? Whichever you choose, there will be pros and cons, so how do you decide which is most suitable for you?
This Assembly – recorded on 6 August 2025 – lifts the lid on different paraplanning career paths and workplace structures. It’s the second in a series of Assemblies looking at careers in paraplanning and supported by Aegon.
Our host Caroline Stuart of Sparrow Paraplanning is joined by Julie South, owner of Bee Paraplanning, Sarah Lees, senior paraplanner at Forvis Mazars and Jo Parkes, paraplanning manager at Navigatus – paraplanners with experience of working in all kinds of organisations and are ready to share what it’s meant for their careers.
Over the course of the Assembly, they discuss:
You’ll leave with a clearer picture of your paraplanning options, practical insights from experienced practitioners, and the confidence to take your next career step.
This Assembly would not be possible without the generous support of Aegon. Thank you to the team at Aegon for supporting and for backing the development of paraplanners and paraplanning in the UK through their support of the Paraplanners’ Assembly.
This is the second Assembly in a series on breaking into and developing your career in paraplanning. Discover the first in the series Breaking into paraplanning: where do I even start?.
Here are the links mentioned in this Assembly. Once you’ve watched or listened, make sure you tap the link to receive your CPD certificate (first link below).
Crowdcast: watch the Replay (with Chat)
Vimeo: watch video of this Assembly (without Chat)
Plannex (previously known as NextGen Planners)
Glassdoor - for employees’ opinions about employers
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