Profession first
Paraplanning is a serious, skilled career most graduates have never heard of. Everything here exists to make it visible and legible — not to be another edtech product chasing engagement.
About PlannerPath
A hidden profession, and the talent it can’t reach.
UK wealth management needs thousands of new paraplanners over the next decade. Most capable graduates have never heard the word. PlannerPath exists to close that gap — by making the career visible, and by giving talent a way to prove itself that a CV never could.
Financial planning in the UK is growing faster than the pipeline of people qualified to support it. Paraplanners — the technical engine behind good advice — are in short supply, and the shortage is getting worse as a generation of advisers approaches retirement.
The strange part is that this is a serious professional career — intellectually demanding, central to the advice process and often overlooked by students. And even when they find it, the way in is broken: CVs and interviews remain useful, but they rarely show how someone approaches realistic case work. Capable people get filtered out for lacking a network, and firms carry real cost and uncertainty whenever a hire doesn’t work out.
PlannerPath is built to fix both ends of that problem at once. Students discover the profession and prove their ability through realistic, fact-checked simulations. The PlannerPath Competency Index turns that work into a transparent, comparable score. And firms receive curated referrals — candidates who have already shown how they think, with a benchmark report to back it up.
What we build on
Four commitments the platform doesn’t compromise on.
Standardisation with purpose
A shared competency index only means something if it is rigorous. The PCI is readiness-gated, evidence-weighted, and built to resist gaming rather than simplified for optics.
Access as infrastructure
The talent gap will not close on CV-writing workshops. It closes when a capable student who would never get a foot in the door can prove their ability directly.
Built for the long term
We would rather ship a slower, honest platform than a fast one that inflates scores or overstates where we are. Trust, once spent, is the hardest thing to rebuild.
Launching in 2026
Help us build it properly.
We’re working with a small group of firms and universities as we launch. If any of this resonates, we’d like to talk.