Thinking about a career in paraplanning but unsure how to get going? The PFS Paraplanning Panel have put together a fantastic guide with everything you need to know from what the role entails, how to get into paraplanning and where your career could take you.
Our Editor – Natalie Dawes, recently attended PFS Purely Paraplanning 2026 in Manchester. This event was meticulously put together by paraplanners – for paraplanners.
The PFS Paraplanner Panel organised the programme, hosted the day, ran a brilliant panel session answering paraplanner questions and were present throughout the day.
Members of the panel truly fly the flag for paraplanning, bringing with them a huge amount of experience to enable them to support the paraplanning community – perhaps even those that are yet to join.
Getting started in paraplanning
For anyone that is looking to join the profession, members of the Paraplanning Panel – Hannah Wynick, Sophie Brown, Alan Gow, Phil Greenwood have written an excellent guide, giving you all the insights you need to find the best way for you to get into paraplanning.
Inside the guide you will find out:
- What paraplanning and actually is and who you might work with.
- The ideal qualities a paraplanner needs to have.
- How to get into paraplanning.
- Real paraplanner case studies sharing their experiences and what a typical day might look like as a paraplanner.
- Information on exams and qualifications.
- Potential future career options – where paraplanning might lead you.
You can access the guide here: Getting Started in Paraplanning
To learn more about the Paraplanning Panel, you can get to know the members here: Meet the PFS Paraplanning Panel
Main image: Photo taken at PFS Purely Paraplanning Conference in Manchester May 2026
