The ultimate award for Paraplanners in the UK


The ultimate award for Paraplanners working in the UK. This highly prestigious award is designed to test the core knowledge and skills of a Paraplanner, providing a platform to demonstrate their all-round excellence, whatever their levels of experience.

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Stage 1

Monday 12 April - Multiple-choice test entries open
Sunday 23 May - Multiple-choice test entry deadline

Stage 2

Tuesday 25 May - Case study sent to top five candidates
Wednesday 30 June - Case study entry deadline

Stage 3

Thursday 29 July - Candidates advised of outcome of stage 2
Monday 13 September - Interviews for shortlisted candidates


As well as the prestige of being recognised as a CISI Financial Planning Award Winner, the winner for this award will receive:

  • A £750 Cash Prize. The runner up will receive £250
  • Award trophy
  • Winners logo to use for personal marketing
  • Announcement in our Members’ Magazine, The Review
  • Profile on the CISI Website, and Social Media Channels


Dan Atkinson APP Chartered MCSI, Head of Technical, Paradigm Norton
Simoney Kyriakou, Editor, FT Adviser
Kat Mock APP ACSI, Director, Unity Paraplanning
Jackie Wilkins, Director of Intermediary Business Development and Sales, JUST