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.