Paraplanner of the Year


Introduced in recognition of paraplanners' commitment to high professional standards and the importance of the role as part of a holistic professional financial planning process.
 

Eligibility
  • Currently practising paraplanners whose main role is paraplanning

  • Full members of the Personal Finance Society

  • Members of the PFS Board and advisers with ongoing disciplinary actions against them are excluded.
     

Judging

2 stage judging process designed to enable you to demonstrate the skills necessary to play an integral part in a professional advisory process.

Stage 1

  • Complete entry form

  • When assessing the submission the judges will be looking for evidence of the following;

    • Understanding of how you became a paraplanner and whether you see it as a career or a stepping stone to another role

    • Evidence of your passion for paraplanning

    • How you maintain and develop your professional knowledge and skills (further / specialist study, quality CPD undertaken etc)

    • How your commitment to the highest standards benefits client outcomes (survey findings / testimonials etc)

    • How your commitment to ethical practice influences your business practices

    • How you invest in the future of paraplanning, either through awareness raising, pro bono work or supporting others in achieving professional success

Stage 2 

 

  • Shortlist of entrants from Stage 1 invited to complete hypothetical holistic case study, independently authored and judged by technical specialists Technical Connection. The winner will demonstrate a passion for their profession and a commitment to the highest standards.

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