Whether you're just starting out in paraplanning or looking to make your next move, having a clear career plan makes all the difference. But how do you actually build one that works?

In the fourth episode of our career series, we're focusing on something practical: creating a strategy for your next career step that you can actually use, whatever stage you're at.

Your career roadmap in just one lunch hour

Join us online at 1pm on 1 October as we help you map out your next move with clarity and confidence.

Caroline Stuart, owner and founder of Sparrow Paraplanning, will guide this conversation with four brilliant guests: Ellie Welling paraplanning team leader at Succession Wealth, Joe Jacob, paraplanner at FLP, Peter Spence, paraplanner at Fintuity, and Sarah Purves, learning and development expert at Aegon.

Together, they'll take you through a practical framework for career planning that goes beyond wishful thinking to create actionable next steps.

Explore your career aspirations and help you define what type of role you actually want

Identify the constraints and opportunities that will shape your path (including your non-negotiables)

Create objectives that move you forward, making sure they are SMART  (Specific, Measurable, Achievable, Relevant, Time-bound)

Build out your personal career action plan

You'll leave with a practical framework you can use immediately to plan your next career step, plus real-world insights from paraplanners who've successfully navigated their own career transitions at different stages.

Most importantly, you'll have a clear action plan rather than just good intentions.

This Assembly would not be possible without the generous support of Aegon. Thank you to the team at Aegon for supporting and for backing the development of paraplanners and paraplanning in the UK through their support of the Paraplanners’ Assembly.

Ready to turn career planning into career action? Save your spot now.

Developing as a paraplanner: how to build a career plan