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Paraplanning in an Age of AI


Wednesday 10th April 2024





AI, eh? (That’s artificial intelligence, obvs.) It seems to be everywhere these days doesn’t it?

From virtual assistants on our smartphones to advanced algorithms in the workplace, AI is becoming increasingly prevalent.

But what does this mean for you as a paraplanner? How will AI impact your day-to-day work and the financial advice world as a whole?

Whether you’re an in-house paraplanner grappling with the implementation of AI within your firm or an outsourced paraplanner navigating various AI tools across multiple clients, the rapid evolution of AI can be both exciting and daunting.

That’s why we designed this online event – to provide a space for you to explore the realities of AI in paraplanning, learn from real-life experiences, and discover how to adapt and thrive in this new landscape.

Joining us online on 10 April 2024 for an insightful and practical discussion were two special guests:

  • Jonny Stubbs, director of risk at LIFT Financial (and former host of THREE Big Days Out), will share real-life examples of how AI is being used and how paraplanners are adapting.
  • Benjamin Fabi, director of outsourced paraplanning practice, Principled Paraplanning, and Big Tent regular, who will share his insights on how individual paraplanners can leverage AI technology to their advantage.

As a paraplanner, staying informed about AI is crucial for your professional development. We encourage you to set aside an hour or two each week to familiarize yourself with AI – and this event is the perfect starting point.

To begin with, tune into this collaborative exploration of AI in paraplanning.

Save your spot now – we can’t wait to see you there!


Benjamin Fabi
Principled Paraplanning

Benjamin is a career paraplanner with occasional stints as an authorised adviser. He established Principled Paraplanning in 2018 because outsourced paraplanning seemed like the best way to put his skills to work in the sector.

He is a Fellow of the Personal Finance Society and a Member of the Chartered Institute for Securities and Investment. He achieved his Diploma in Financial Planning in 2007 and has been qualified as a Chartered Financial Planner since 2017.

In 2018 he was presented with an award for Outstanding Contribution to the Paraplanning Community at the national Paraplanner Assembly. In 2021 he was awarded Personality of the Year by Professional Paraplanner.

Jonny Stubbs
LIFT Financial

Jonny has more than 20 years of experience in the financial services industry, including administration, compliance, paraplanning, and advising. As director of risk at LIFT Financial, he makes sure that the group meets all of its regulatory obligations and provides essential technical support in compliance and paraplanning.

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