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Finance Excellence Awards
Paraplanner of the Year Award
The research and reports behind good advice.
About this category
This award recognises a paraplanner whose research, reports and support make good financial advice possible. Judges look for quality, accuracy, efficiency and the contribution to client outcomes.
Eligibility
Open to paraplanners and advice support professionals.
Judging criteria
- Quality and accuracy
- Efficiency
- Technical knowledge
- Contribution to advice
- Development
Qualitative criteria
Thoroughness and clear writing.
Metrics
- Reports produced
- Turnaround times
- Quality checks passed and adviser feedback
Additional criteria
Entries should include a concise case study, supporting figures and, where possible, client or colleague evidence. Client identities and commercially sensitive figures may be anonymised or given as percentages and ranges, and nothing in an entry is shared beyond the judging panel. Firms carrying on regulated activities should hold the relevant FCA authorisation. Judges consider the size of the firm or team, so smaller firms compete on equal terms.
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