REGISTER WITH PP

Follow us

Professional Paraplanner
The online home for Paraplanners and financial technicians.
  • Latest
  • Profiles
  • Data
  • Technical Zone
  • Development Zone
  • Videos
  • Jobs
  • Events
  • Future Adviser

Latest

  • Advice firms failing to incentivise advisers to win new clients

    10 November 2026

    Read more

Categories

  • Behavioural Finance
  • Community
  • ESG Zone
  • Financial Planning
  • Industry/Economy
  • Investment Committee
  • Mortgages
  • Multi-asset
  • Pensions Zone
  • Protection Zone
  • Regulation / Compliance
  • Retirement Planning
  • Tax and Trusts
  • Technology
  • Wraps / Platforms

Sponsored areas

Latest profiles

  • Professional Paraplanner Awards 2026 – read the full supplement

    1 September 2026

    Read more
  • How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership

    29 June 2026

    Read more

Most viewed profile

  • From paraplanner to Plannerpal

    6 January 2025

    Read more

Latest Technical Zone

  • Pension and Inheritance Tax post April 2027: looking beyond the first death

    6 November 2026

    Read more
  • Closing a client’s company? 5 checks for paraplanners

    3 November 2026

    Read more

Most viewed Technical Zone

  • How higher earners can use gilts for tax-efficient ‘savings’

    11 February 2025

    Read more

Latest developments

  • Three common misconceptions about the R05 exam

    9 November 2026

    Read more
  • PFS puts out a call to paraplanners

    6 November 2026

    Read more

Most viewed development

  • Exam focus: What order to take your CII exams?

    14 January 2025

    Read more

Latest jobs

  • Experienced Paraplanner – up to £60,000 depending on experience – excellent benefits

    London (Central)

    JOB SPECIFICATION

Jobs filter

Latest magazine editions

  • 2025 AWARDS Reviewed – Winner interviews, pictures, profiles

    18 December 2025

    Read more
  • 2024 Professional Paraplanner Awards – Celebrating this year’s winners

    7 October 2024

    Read more
  • Professional Paraplanner Awards 2023

    15 August 2023

    Read more

Latest events

  • Autumn Budget delivered – but what does it all mean? Join us for our post-Budget webinar

    28 October 2026

    Read more
  • Join us in Reading for our final Technical Insight Seminar of 2026

    21 October 2026

    Read more
  • A post-Budget debrief with Paul Squirrell

    12 October 2026

    Read more

Welcome to The Development Zone

Personal and professional development is a fundamental aspect of being a great paraplanner. Our Development Zone aims to give Paraplanners and Paraplanner Team Leaders access to insightful, practical and enlightening articles to help them in their development journey.

  • Is your firm giving you enough training and support?

    14 May 2024

    In the constantly changing financial services environment, our recent parameters survey looked at whether paraplanners felt they are receiving the right level of training and support from their firms, and how it is delivered. Here’s what you said.  A host of regulatory changes over the past decade has meant advice firms and paraplanners have...

    Read more
  • 10 reasons why paraplanning and paraplanners are the absolute best

    13 May 2024

    Read more
  • Cash flow clinic with Dynamic Planner: Pre-Retirement

    13 May 2024

    Read more
  • Are you an emotional paraplanner? Well, you should be!

    6 May 2024

    Read more
  • Golden Phizzwizards or Trogglehumpers: Why you need to ask “why?”

    6 May 2024

    Read more
  • Feeling the burn? Managing burnout in the workplace

    29 April 2024

    Read more
  • Test your Knowledge: Answers April 2024

    29 April 2024

    Read more
  • Test your Knowledge Questions – April 2024

    29 April 2024

    Read more
  • Changes to self-employed taxation

    22 April 2024

    Read more
10203132333435405060

MOST VIEWED

  • Exam focus: What order to take your CII exams?

    14 January 2025

    Read more
  • R06: How to overcome the challenges and pass

    13 January 2025

    Read more
  • How Stamp Duty Land Tax operates – with examples

    24 February 2025

    Read more

Professional Paraplanner

© Research in Finance Ltd 2026
Registered in England no.8441324. 80 Coleman Street, London EC2R 5BJ

Professional Paraplanner is a monthly magazine and web site aimed at Paraplanners, Financial Technicians, Administrators and Investment IFAs and other professional investors in the UK.

  • About us
  • Advertising
  • Register
  • Terms and conditions
  • Privacy
  • Cookies
Twitter

REGISTER WITH PARAPLANNER

Register to receive our weekly newsletter, the latest industry jobs and information about up and coming events. Registration is free and straight forward.

REGISTER