Paraplanner

The Role: The role of the Paraplanner is to assist the Financial Adviser in researching analysing & preparing compliant financial reports for clients that verify the recommendations made in accordance with the company investment philosophy.

Apprenticeship overview

The Paraplanner predominantly works behind the scenes supporting the Financial Advisor visor who is customer facing.

Duration
12 – 18 Months

Qualification Type
Apprenticeship

Qualification Achieved
Level 4 Paraplanner Apprenticeship Standard

Programme Delivery

Facilitated Workshops
E-learning
1-to-1 coaching
Collaborative learning
Shadowing
Mentoring

The Person:

You pride yourself in your organisational skills.
You are good at planning and Prioritising.
You enjoy following process.
You have excellent attention to detail.
You pride yourself on your integrity.

Responsibilities often include:

Analysing and preparing financial reports.
Researching the market to support financial advice.
Using financial planning tools.
Supporting with customer requests.
Using IT systems and maintaining records.

Typical Employers:

Advice and wealth management firms.
Building societies.
Banks.
Financial services firms.

Key Skills for Paraplanners:

Excellent communication skills.
An interest in the financial services sector.
Research skills.
high levels of organisation.

Why MetaGedu Apprenticeships?

The knowledge, skills and behaviours you need to succeed

Custom-designed apprenticeships

Use what you learn immediately in the workplace

Personal attention and support for all apprentices

Career development and mentoring programme