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?
Get the inside track in just one lunch hour
Join us online at 1pm on 6 August as we lift the lid on different paraplanning career paths and workplace structures.
Our host Caroline Stuart will be joined by Julie Bee, 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 .
What we’ll cover:
- The different paraplanning structures out there – and what they’re really like to work in
- How to get your foot in the door – and what to look for in potential employers
- What support and development you can expect from types of organisations
- Practical tips for adapting and thriving wherever you land
What you’ll take away
You’ll leave this session with a clearer picture of your paraplanning options, practical insights from experienced practitioners, and the confidence to take your next career step.
Plus, there’ll be plenty of opportunity to ask questions and get advice tailored to your specific situation.
