Paraplanner apprenticeship

A paraplanner is a junior member of a financial planning team and works with a financial adviser to prepare a financial plan for a customer.

Paraplanners assist the financial adviser in researching, analysing and preparing compliant financial reports for clients, in accordance with the company’s investment philosophy. They are not authorised to give investment advice.

As an apprentice paraplanner your responsibilities will mainly involve checking compliance paperwork, compiling financial statements, completing application forms, undertaking research to find suitable solutions for the client and other administrative tasks.

Paraplanning is predominantly a back office, technical support role but you may sometimes be the main point of contact for client enquiries, and it will help if you have good communication skills. You will need to be able to work both independently and as part of a team. Employers will be looking for someone who is articulate, detailed and accurate with excellent interpersonal skills.

The apprenticeship will typically take between two and three years to complete and apprentices will be required to take exams in financial service regulation & ethics, investment principles & risk, personal taxation and paraplanning in order to complete the Certificate in Paraplanning from the Chartered Insurance Institute. Successful completion of a paraplanning apprenticeship will put you in a good position to take on a more senior role, or to move into a different technical, compliance or managerial role within the financial services sector.


Level 4 (Higher Apprenticeship)

Starting salary (once qualified):

not available

Job roles:


To view the full apprenticeship standard, click here
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