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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.

12 – 18 Months
Qualification Type
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?

First Line Manager
  •  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