Is 'paraplanner' still the right title in a post-AI world?

‘In reality, paraplanners are essential collaborators, not mere assistants’

clock • 4 min read

PFS paraplanner of the year Scott Daniels says that while AI is undeniably powerful, it works best in collaboration with human paraplanners...

I heard about an event recently where an artificial intelligence (AI) tool was being presented. The headline on the slide was "the end of paraplanning." Mind you, this was in a room filled with paraplanners, so it didn't go down all too well! As a career paraplanner and owner of a paraplanning business, this piqued my interest. With the rise of AI in financial services, there's a growing question about the future role of paraplanners. Many are quick to declare that AI will replace paraplanners altogether, but is that really the case? As financial advisers adapt to mounting deman...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Wesley Harrison on why integration discipline makes or breaks acquisitions

Wesley Harrison on why integration discipline makes or breaks acquisitions

Benchmark’s Harrison discusses main considerations when buying another business

Professional Adviser
clock 24 October 2025 • 1 min read
Cooper Parry Wealth sets its sights on £6bn AUM in expansion push

Cooper Parry Wealth sets its sights on £6bn AUM in expansion push

Plans to grow team and scale across the UK

Isabel Baxter
clock 24 October 2025 • 1 min read
The challenges of scaling a financial planning business sustainably

The challenges of scaling a financial planning business sustainably

'Growth in any firm needs to be managed in a controlled way'

Roderic Rennison
clock 23 October 2025 • 4 min read