Apprenticeship training course

Paraplanner (level 4)

Assisting financial advisers with researching, analysing and preparing financial reports for clients.

• Qualification level: 4 ; Equivalent to higher national certificate (HNC).
• Typical duration: 24 months
• Apprenticeship category: Legal, finance and accounting
• Maximum funding: £9,000 ; Maximum amount government will fund ; for apprenticeship training.
• Also known as:
  • finance worker
  • financial consultant
• Skills:
  Skills an apprentice will learn

  • Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products & services provided and adhering to TCF principles at all times. Has excellent attention to detail & provides a quality assurance check for the adviser firm.
  • Customer communication & relationships: Develops effective and enduring relationships with customers & key contacts through effective verbal/written/IT skills. Can handle & resolve issues. Can write reports that includes the necessary technical language but articulates in a way that client’s understand.
  • Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results.
  • Planning & prioritising: Demonstrates relevant level of skills to be able to provide thorough research & analysis. Can plan & prioritise work effectively in order to deliver good outcomes for both the customer & the business.
  • Using systems & processes: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements.

Full information on Paraplanner (level 4) is available from the Institute for Apprenticeships and Technical Education.

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