Whether you’re just starting out in paraplanning or looking to make your next move, having a clear career plan makes all the difference. But how do you actually build one that works?
That’s what this Assembly is all about: the practicalities of creating a plan for your career; an approach that you can use no matter what stage you’re at in your professional life.
Caroline Stuart, owner and founder of Sparrow Paraplanning, hosted the conversation which featured four brilliant guests: Ellie Welling paraplanning team leader at Succession Wealth, Joe Jacob, paraplanner at FLP, Peter Spence, advice and paraplanning team leader at Fintuity, and Sarah Purves, learning and development expert at Aegon.
Together, they explored a practical framework for career planning that goes beyond wishful thinking to create actionable next steps.
During this Assembly we:
You’ll leave with a practical framework that you can use immediately to plan your next career step – plus real-world insights from paraplanners who’ve successfully navigated their own career transitions at different stages.
Most importantly, you’ll have a clear action plan rather than just good intentions. So if you’ve been thinking about where you go next in your paraplanning career, this session is the perfect place to turn those ideas into practical actions.
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.
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).
Download: Career plan template
Episode 1 in this careers series
","author_name":"Paraplanners' Assembly"}