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:

• Explored your career aspirations and help you define what type of role you actually want
• Identified the constraints and opportunities that will shape your path (including your non-negotiables)
• Considered objectives to move you forward
• Provided a template to help you build out your personal career action plan
• Learned from our guests’ experience of starting out and developing as paraplanners

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.

Useful links

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).

Request your CPD certificate

Download: Sarah's slides

Download: Career plan template

Watch the replay at Crowdcast

Episode 1 in this careers series

Episode 2 in this careers series

Episode 3 in this careers series

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