Paraplanner Survey 2022 – Report and discussion

5 July 2022

Recently Embark commissioned Research in Finance the publisher of Professional Paraplanner to undertake some in-depth research into the paraplanning market. The aim was to provide greater understanding of the key factors affecting paraplanners and their ability to successfully perform in their role – including areas like their working environment, the support they receive from their firms, paraplanning as a career, working with their advisers, and their thoughts on platforms and technology.

In this video we discuss four themes from the research results:

  • Confidence in the paraplanner market
  • Paraplanners’ working relationship with advisers
  • Technology – threat or enabler?
  • How much there may be a gender gap in paraplanning

The discussion was facilitated by Rob Kingsbury and on the panel were: Neale Smith key accounts manager at Embark, Siân Davis Cole, director of Plan Works and co-founder of The Paraplanner Club, and Hamish Alexander, paraplanner with Acumen Financial Planning.

This is the full length version of the discussion, lasting approximately 50 minutes. We are also publishing the four themed sections individually, for those who want to hone in on a particular theme.

For a copy of the report please go to:


Professional Paraplanner