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Going first
Paraplanner
Plan generation and compliance paperwork are strongly rule-based.
Replacement risk
85%
Mostly gone by
2029
Runway left
3 yrs
Almost certainly replaced
The ten-question breakdown
Each factor is scored 0–100. Higher means easier to automate.
Scoring the ten factors for this job…
What you can do now
- Move into client-facing financial advice
- Specialise in complex estate and cross-border planning
- Own advice-tech implementation at the firm
Where to move next
- Financial planner
- Estate planning specialist
- Advice systems lead