Show notes
In this episode of The Problem With, hosts Alex and Annabel dive deep into the overlooked and often misunderstood world of paraplanner career progression in financial services. Drawing from their own journeys—from administrator to paraplanner to compliance professional—they unpack why so many firms still lack structured career paths, especially for those who don’t want to become advisers.
They explore the real challenges paraplanners face, including limited opportunities, the stigma of “just” being a paraplanner, and the outdated hierarchy of admin-paraplanner-adviser. Along the way, they…
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