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Embark Paraplanner Survey Report

Welcome to the Embark Paraplanner Survey, which provides a temperature check on the health of professional paraplanning and its importance to the broader financial advice industry.

To hear about the key themes, you can listen to our podcast with Roger Hearing and Embark’s Key Account Manager Neale Smith, or you can watch the webinar hosted by Professional Paraplanner editor, Rob Kinsgbury, alongside paraplanners Sian Davies Cole, Hamish Alexander and Embark’s Neale Smith.

Key themes:

  • Paraplanners are confident about the future
  • They are enjoying a strong sense of identity
  • Paraplanner confidence reads across to client satisfaction but mind the gap with advisers
  • Paraplanners are seeing greater recognition from advisers
  • Relationships with advisers are strong
  • Paraplanners have the confidence to challenge advice recommendations
  • Paraplanners are generally strong supporters of technology
  • Most paraplanners are not worried about their roles being replaced by automation
  • As principal users, paraplanners want more influence over their firm’s tech decisions
  • Female paraplanners are more likely to be looking for a pay review
  • Men are more likely to offer advisers views on advice
  • Male paraplanners are also more interested in moving into the adviser role

Meet our contributors

Jackie Leiper,
Chief Executive Officer,
Embark Group

Pete Docherty,
Chief Executive Officer,
Embark Platform

Ranila Ravi-Burslem
Intermediary Distribution Director,
Embark Group

Get in touch

If you have any questions or wish to find out more about the Embark Paraplanner Survey Report, please contact us here.

Download the full guide

Looking to download the full Embark Paraplanner Survey Report? Simply fill out this form and download the guide.

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