Career progression consultancy

Help your people see what comes next.

We build bespoke Career Progression Frameworks for Financial Planning firms, bringing role expectations, practical duties, soft skills, qualification guidance and progress reviews into one working document for your managers and their teams.

Book a call

Start with a conversation about your firm.

Your firm

Career Progression Framework

Role expectations

  • Duties and responsibilities
  • Expectations at each stage
  • Training requirements

Development & progress

Skills & development

  • Technical knowledge in practice
  • Communication and client relationships
  • Qualifications and exam guidance

Progress reviews

  • Record current competency
  • Track development progress
  • Review and sign off
Illustrative structure, tailored to your firm.
  • Client Support / Administrator
  • Paraplanner / Technical Analyst
  • Financial Planner

What your firm receives

A practical framework your team can use.

A complete working document, tailored to your firm, that gives managers and employees a shared reference for development conversations.

  1. Set the starting point

    Make responsibilities and expectations clear, and identify where support is needed.

    Role & stage requirements

  2. Agree development priorities

    Connect practical experience, technical knowledge, people skills and relevant qualifications.

    Development priorities

  3. Review progress together

    Record current competency, review what has been demonstrated and sign off agreed requirements.

    Competency & sign-off records

A clear checklist for development, with a shared record of progress.

Progression across your team

Career pathways

Clear routes for developing within a role, building expertise and exploring different responsibilities.

Your framework connects these pathways with role expectations, development priorities and progress reviews.

Client Support / Administrator

  1. Trainee Client Support / Administrator

  2. Client Support / Administrator

  3. Senior Client Support / Administrator

Paraplanner / Technical Analyst

  1. Trainee Paraplanner / Technical Analyst

  2. Paraplanner / Technical Analyst

  3. Senior Paraplanner / Technical Analyst

  4. Chartered Paraplanner / Technical Analyst

Financial Planner

  1. Trainee Financial Planner

  2. Chartered Financial Planner

  3. Financial Planning Manager

  4. Financial Planning Director

Possible moves between pathways

  • Client Support / Administrator to Paraplanner / Technical Analyst
  • Paraplanner / Technical Analyst to Financial Planner
Illustrative pathways, shaped around your firm. Progression and moves between pathways depend on the person and the firm.

How we work with you

Shaped around your firm.

We build your framework around your people, priorities and the way your business works.

  1. Understand your firm

    We start with your roles, responsibilities and priorities to understand what your framework needs to support.

    • People
    • Roles
    • Priorities

  2. Shape your framework

    We bring role expectations, development and progression into one clear structure, tailored to your firm.

    • Expectations
    • Development
    • Progression

  3. Hand over your framework

    You receive a working document for your managers and team to introduce, maintain and use.

    • Working document
    • Your managers
    • Your team

Your next step

Let’s talk about progression in your firm.

Bring role expectations, development and progress reviews into one practical framework, shaped around your business.

Book a call

Complete our enquiry form and we’ll be in touch.