Paraplanner of the Year 2026/27
This award is for paraplanners who demonstrate passion, pride, and professional excellence in their specialist role. You might show exceptional technical expertise, a commitment to ongoing development, strong ethical standards, and a clear contribution to high‑quality client outcomes — while actively supporting the future of paraplanning or the wider profession.
What we're looking for
Professional excellence and technical expertise – Demonstrating strong specialist knowledge, accuracy, and pride in the paraplanning role.
Commitment to development and ethical standards – Investing in ongoing professional development while upholding high ethical and professional standards.
Impact on client outcomes and the profession – Contributing to high‑quality client outcomes and actively supporting the future of paraplanning or the wider profession.
Who Can Apply?
- Currently practising paraplanners
- Full members of the Personal Finance Society*
* Members of the Personal Finance Society Board and advisers with ongoing disciplinary actions against them are excluded.
Judging
Two stage judging process designed to enable you to demonstrate the skills necessary to play an integral part in a professional advisory process
Stage 1
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 steppingstone 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 high standards, professionalism and the Code of Ethics 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
Shortlisted entrants will be invited to complete a hypothetical case study related to their specialism. All case studies will be independently authored and judged by technical specialists, Technical Connection.
The ultimate winner will demonstrate a passion for their profession and the specialist nature of the advice they provide.
