Paraplanner & Financial Planner

This apprenticeship offers two distinct career pathways: Paraplanning, which focuses on technical research and reporting, and Financial Planning, which centres on client relationships and regulated advice.

In the Paraplanner role, individuals support financial planners by researching and analysing financial options, using specialist tools, and preparing compliant reports that clearly explain the advice being recommended to clients.

In the Financial Planner role, individuals build client relationships, gather detailed information about their needs and circumstances, and provide regulated financial advice through tailored recommendations delivered in both written and verbal formats.

Apprenticeship overview

The Paraplanner & Financial Planner apprenticeship combines behind-the-scenes technical expertise with client-facing advisory skills. The paraplanner focuses on researching financial options, analysing client needs, and preparing compliant reports to support the advice process, while the financial planner builds client relationships, understands individual circumstances, and presents tailored financial recommendations in line with regulatory requirements.

Duration
24 Months

Qualification Type
Apprenticeship

Qualification Achieved
Level 4 Paraplanner & Financial Planner
Apprenticeship StandardCII Diploma in Regulated Financial Planning

Programme Delivery

Facilitated workshops
E-learning
One-to-one coaching & support
Collaborative learning
Shadowing
Four workshops per exam

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
You have strong communication skills

Responsibilities often include:

Analysing and preparing financial reports
Researching the market to support financial advice
Using financial planning tools to meet client needs
Supporting customer experiences
Using IT systems and maintaining records

Typical Employers:

Wealth management firms.
Financial advice firms
Specialised paraplanning firms
Investment firms

Key Skills for Paraplanners & Financial Planners:

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

Paraplanner & Financial Planner

Apprenticeship overview

The Person:

Responsibilities often include:

Typical Employers:

Key Skills for Paraplanners & Financial Planners:

Why MetaGedu Apprenticeships?

Candidates

Employers

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