“Paraplanners love to talk amongst themselves about these thought-piece topics, and the conversations are engaging but not published, so my question is: why not? If we know it's something we're all interested in, it gets us thinking and engages our pragmatic minds, why not share that conversation with the wider community?”
Okoro added that creating relatable memes and short content about the paraplanner role and issues they face would build a stronger sense of community and encouraging more people into the industry.
She said: “Personally, I've found myself having a lot of discussions with budding paraplanners and people that want to move into paraplanning. Oftentimes, they're daunted by the idea. Yes, paraplanners are technically minded and pragmatic, but it doesn't need to be intimidating.
"The most successful paraplanners have processes and systems that break down the complex elements of what we do, so we could and probably should share that knowledge to support the development of the community and remove the intimidating complexity of what we do for new and budding paraplanners.”
Aamina Zafar is a freelance financial journalist
