The rise of paraplanning: Better the planner you know

  • Understand how the role of a paraplanner is changing
  • Learn about the differences between in-house and outsourcing
  • Gain an understanding of the relationship between paraplanners and advisers
The rise of paraplanning: Better the planner you know

Paraplanners are often the unsung heroes of advice practices, working diligently behind the scenes to provide technical and administrative support for advisers in an increasingly stringent regulatory environment. But lately the profession has started to edge out from the shadows, with the scope of the role expanding far beyond the back-office tasks of yesteryear.

The content you are trying to access is only available to users with an subscription

Subscribe to FTAdviser now for:

- Full access to articles written by the Money Management team

- No limit to the number of articles you can read every month

- The ability to use Money Management's uniquely prepared fund statistics - on the web, or by downloading a pdf

Unlock unlimited articles


  1. According to Mr Fryer, what action will he take if he feels the advice is not in the client's best interest?

  2. What has been the reason that Mr Chandan has outsourced in the past?

  3. What are Mr Chandan's thoughts on whether paraplanners should be regulated under CF30?

  4. What does Ms Bell describe as "another set of skills" for paraplanners?

  5. According to Ms Payne, paraplanning is most effective in which scenario?

  6. According to Mr Fryer, any firms that have a paraplanner should do what?

Nearly There…

You have successfully answered all the questions correctly, well done! To bank your CPD please complete the form below.

What did you learn from undertaking this CPD exercise?

Why did you undertake this piece of learning?


Congratulations, you have successfully completed and banked this piece of CPD

Already Banked!

You have already banked for this article.

To bank your CPD you must or


One or more questions have been incorrectly answered,
 please review your answers and try again.

Please enter what you have learnt and why you completed this CPD.

More Your Industry CPDSee my completed CPDSee all CPD