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The mentoring scheme for Paraplanners


A free mentoring scheme specifically designed with paraplanners in mind.


All our mentors have paraplanning experience and are ready to help you become an awesome paraplanner.


 Don't worry, all conversations are strictly 100% confidential.

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Sponsored by
Meet the mentors


We're here to help you

  • LinkedIn

Sian Davies Cole AdvDipFA

Co-Founder & Mentor

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  • LinkedIn

Chloe Phillips FPFS

Co-Founder & Mentor

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  • LinkedIn

Sam Patterson FPFS

Head of mentoring


Our four step process

How does it work
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Apply now

Looking for a Mentor?

Our mentors want to help you, they have committed to volunteering in their own time to help you in your paraplanning, wherever you might be in your career journey.

The first step towards finding a mentor is by completing our mentee application form below and we will be in touch. We match applicants on a first come first served basis.

Want to be a Mentor?

Mentoring is an amazing way to share your experience and skills with others in the paraplanning community.

We are always looking for likeminded paraplanners who want to support others to overcome obstacles and seize opportunities by sharing their experiences.

All we ask of our mentors is for a commitment of at least one hour a week.

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Got any questions? 

  • Aren't there already mentoring schemes available?
    Although mentoring schemes are available with the LIBF, CII and other professional bodies – these all require paid membership which we didn’t really see as a fair way to be able to access the support needed by individuals within the paraplanning community. Membership fees are often paid by an employer however, where an individual needs a certain membership to maintain their letters, for example, this will usually then restrict them to that professional body’s mentoring scheme as an employer is unlikely to pay for 2 lots of membership fees for a Paraplanner.
  • What is the aim of The Paraplanner Club?
    The aim of The Paraplanner Club is to provide individuals working within the paraplanning community access to a mentor to offer support and guidance in helping them achieve their objectives.
  • Who can apply to The Paraplanner Club?
    Individuals working within the paraplanning community can generally be defined as: Paraplanners (including those working in Financial Planner hybrid roles) Paraplanning team managers Administrators who are looking to progress into paraplanning
  • What does The Paraplanner Club offer?
    The Paraplanner Club offers the opportunity to be matched to a mentor to provide guidance, advice and support. Initially a Mentoring Agreement will be drawn up between the mentor and mentee to confirm the commitment between them including how and when communications will take place to ensure everyone is happy.
  • What can I expect from a mentor?
    A mentor will generally be somebody who wants to help other individuals who want to become the best Paraplanner they can be. They might have been in the industry for many years, having worked their way up through various roles or they might have recently become a Paraplanner either way, they will have the desire to want to help others in achieving their professional goals. A mentor could expect to achieve the following objectives through their work with mentees: Direct exposure to the difficulties encountered by individuals in different types of firms Exposure to diverse perspectives, styles, personalities, and cultural backgrounds Opportunity to leave a legacy of knowledge and experience Renewed energy around personal learning opportunities and their own role
  • How can a mentor help me?
    Having a mentor can help an individual at different stages of their career, or it could be in relation to a specific objective. A mentor might be able to help you: Identify your own priorities and options Generate ideas about your future career direction Work out skills and learning gaps that need to be bridged Develop a career plan and a strategy of how to achieve it By challenging you to achieve your goals and help you to assess your progress against them Deal with a specific situation that is happening at your work at that given time By giving advice on how to promote yourself within your organisation to get yourself noticed and make the step up Achieve a work-life balance and communicate this effectively to your line manager/peers By advising on challenging situations Develop confidence A mentor doesn’t have to be someone at a different stage in their career to you – your objective might relate to learning from your peers.
  • I'm a Paraplanner, but not based in the UK. Can I still have a mentor?"
    We only offer mentors to Paraplanners who work for financial advisers within the UK at the moment.
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