See how candidates think before you hire
A poor paraplanning hire at entry level costs the average advice firm £15,000–25,000 in recruitment, training and lost productivity. PlannerPath gives you simulation-based evidence of applied readiness before the first interview — so you hire with confidence, not guesswork.
Why Partner With PlannerPath
Reduce hiring risk
See how a candidate reasons through a real client case before they join your team. PCI scores give you an objective, consistent lens that CVs and interviews can't.
Cut time-to-productivity
Candidates who arrive with verified PCI scores have already demonstrated applied competency. Less time onboarding, more time contributing.
Build a sustainable pipeline
Connect with verified paraplanning candidates emerging from university programmes and the PlannerPath Career Accelerator — before your competitors do.
Meet Consumer Duty expectations
Consumer Duty raises the bar on what 'competent' means. Hiring candidates with verified competency evidence gives your compliance team a stronger foundation.
PCI Benchmark Reports
Every candidate generates a downloadable PCI Benchmark Report showing domain scores, strengths, development areas, and a hiring recommendation band. Share it with your hiring manager in seconds.
Simulation-based evidence
Candidates complete AI-scored simulations across six paraplanning domains — fact-finding, risk profiling, recommendations, suitability, report writing, and case file. You see how they think, not just what they know.
Curated referrals
PlannerPath refers top candidates directly to partner firms. You receive a curated shortlist, not an open browse pool — saving screening time and improving shortlist quality.
Join the 2026 pilot
We're onboarding a select group of wealth management firms for our 2026 pilot. Pilot partners receive full platform access, curated candidate referrals, and early access to PCI benchmark data across the UK paraplanning candidate pool.
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