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Apprenticeship training course

Paraplanner (level 4)

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

Qualification level
Equivalent to higher national certificate (HNC).
Typical duration
24 months
Apprenticeship category
Legal, finance and accounting
Maximum funding
Maximum amount government will fund
for apprenticeship training.
Also known as
  • finance worker
  • financial consultant
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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