Paraplanner
Level 4 - England
Course Summary
The financial advice market consists of around 19,000 SME businesses, with roughly 75% offering general financial advice and 25% offering mortgage advice. These businesses are supported by umbrella organisations, known as networks, that provide a range of support services in areas such as technology and compliance. This apprenticeship helps employees gain the skills needed to provide this support.
Start date: Flexible
Level: 4
Duration: 24 months
Delivery: Blended
Assessment: On-programme and end-point assessment
Qualification: Apprenticeship including CII Certificate in Paraplanning
Entry requirements: L2 English and Maths
Who is it for?
Those who want to provide professionally qualified technical support in a financial adviser business – support for which there is increasing demand, due to recent regulatory changes. The role of the paraplanner is to help the financial adviser research, analyse and prepare compliant financial reports for clients.
What will they learn?
The sector recognises two distinct paraplanner roles. This apprenticeship is for the first of these, and those who complete it will be competent as a fully qualified paraplanner. They will also have the potential to develop further into the role of senior paraplanner, which requires a broader level of industry experience and further qualifications, or into other technical, compliance or managerial roles within the sector.
Assessment
During the course (‘on-programme’) and at the end (‘end-point assessment’). Studying towards this qualification also involves off-the-job training and maintaining a training file in line with the employer’s performance management process.
Future job roles
- Senior Paraplanner
Technical information
You can find out more here.
Employers
If you are ready to support the individual training needs of the apprentice, then you are ready to take the first step on the Aspire programme. Please complete our registration form and we will contact you.