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.

Your career roadmap in just one lunch hour

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.

What can you expect when you watch and listen?

During this Assembly we:

What you will take away

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.

A big ‘thank you’ to Aegon

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.

Catch up on the series

This Assembly was the last in a four-part series that’s all about breaking into paraplanning and, once you have, developing as a paraplanner. You’ll find all the details you need by following these links:

You’ve established yourself as a paraplanner, but now you’re thinking: ‘What next?’

For many paraplanners, staying in paraplanning is exactly what they want to do. But what does career development look like within the profession? How have people built on their paraplanning skills and experience? And what about those considering a move into other areas like financial planning or specialising in research or operations?

This Assembly, recorded on 3 September explored some of the career routes within and from paraplanning.

Our host Caroline Stuart, owner and founder of Sparrow Paraplanning, is joined by Ellie Bailey, paraplanning team leader at Succession Wealth, Farida Hassanali, client manager at Paradigm Norton, Rebecca Tuck, operations director at FLP Financial Life Planning and Sian Greenhill, operations executive and centralised investment and product committee at Brooks Financial – all sharing their perspectives on career progression and specialisation.

Over the course of the Assembly, they discuss:

You’ll leave this Assembly with your head full of good ideas for potential career development and a bucket load of insights from people who’ve successfully made these transitions and you can claim one hour’s CPD.

Catch up on previous Assemblies in this series

This continues our series on paraplanning career development. Don’t miss our previous sessions exploring how to break into paraplanning and choosing the right place to work for your early paraplanning career.

Thanks to Aegon

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.

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.

Don’t forget your CPD

Once you’ve listened to this Assembly, you can request a certificate for 1 hours CPD. Just follow the link below.

Don’t miss the first Assembly in this series

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?.

Thanks to Aegon

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.

What knowledge, experience and skills will help you get hired? And, once you are hired, how will you know you’ve actually made the right choice?

Whether you want to get into paraplanning, are just starting out, or know someone who would love to get their break, this online Assembly – recorded on 9 July 2025 – is jam-packed with insights on making your move into paraplanning.

Hear for yourself how our guests took their unique paths into paraplanning

Host Caroline Stuart is joined by paraplanning guests Chris Wormwell, Ceetal Katechia and Kez Condy, plus personal development expert Sarah Purves of Aegon.

Over the course of one podcast, you’ll discover how each of our paraplanners took very different routes into the profession.

One is a former barista who swapped one daily grind for another kind altogether. Then there’s the university marketer who yearned to change career. Finally, there’s the ex-administrator who set their heart on changing lanes into paraplanning.

Among the topics covered are

Let’s be honest, how many of us can claim that we had our careers sussed out from day one? So don’t miss this fantastic chance to listen, learn and take your first step into paraplanning.

Don’t forget your CPD

Once you’ve listened to this Assembly, you can request a certificate for 1½ hours CPD. Just follow the link below.


Thank you Aegon

This online Assembly would not be possible without the generous support of Aegon. Thank you to the team at Aegon for supporting this Assembly – and for backing the development of paraplanners and paraplanning in the UK through their support of the Paraplanners’ Assembly.

Exploring career options available to paraplanners

Learning objectives

In this session we covered…

  1. Caroline and Rohan’s career paths
  2. What they learnt in paraplanning that stands them in good stead today
  3. How they planned (or didn’t) their careers
  4. Their tips for moving from one role to another: How do you transition well?

In this session a panel of experienced administration and client support professionals discuss their roles.

Learning objectives

In this session we covered…