Paraplanner Apprenticeship

Level 4

Simply Academy

Programme Duration:
24+ Months

Simply Academy

Registration:
Open all year round

Simply Academy

Professional Qualification:
Certificate in Paraplanning (CertCII)

The Paraplanner apprenticeship is suitable for candidates looking to become a professionally qualified paraplanner within financial services. Designed as an entry level role, the programme aims to develop an employee with no experience, or alternately it offers a great next step from the Financial Services Administrator apprenticeship.

With an increase in demand for competent paraplanners, this programme may interest candidates who are part qualified or those who have already gained general administration experience.

What will the apprentice learn?

The apprentice will follow an approved study programme leading to the industry recognised industry Certificate in Paraplanning qualification, along with developing the necessary business and behavioural skills for the role.

Key Learning Outcomes

  • Broad understanding of the structure of the Financial Services market
  • An understanding of the Financial Services regulatory framework, products & systems
  • The importance of relationship building with clients and colleagues
  • Understanding of processes and procedures relevant to the role
  • How to develop commercial awareness
  • Building skills and capabilities within an organisation

Support

The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.

To help prepare the apprentice for their professional qualification, Apprentices are provided with a comprehensive resource package, alongside a structured study plan supported by revision sessions with our experienced tutors.

Ensuring you choose the right training provider to complete your programme is important. As the largest training provider of financial qualifications in the UK, all Simply Academy apprentices have the assurance of studying with a reputable training provider with over 15 years’ experience within financial services.

Confidence

Over 20000 people have studied with us, so you can have confidence in our experience.

Knowledge

Our carefully selected training consultants are amongst the most knowledgeable in the industry.

Trust

We are Government backed and approved by professional institutions.

Progression

On completion of the Paraplanner apprenticeship, apprentices will be qualified to work as a paraplanner. Future progression onto a role as a Financial Adviser is a possibility.

Entry Requirements

To be eligible for an apprenticeship the learner must:

  • Not be in full-time education.
  • Work in a role that is relevant to their apprenticeship.
  • Work enough paid hours each week to undertake sufficient training to achieve their apprenticeship.
  • be new employees or current employees already working for you.
  • Hold 5 GCSEs (A* to C or 9 to 5) or equivalent.
  • Have level 2 GCSE English and Maths or equivalent.
  • Have been a resident in the UK/EEA/EU for the last 3 years.

Get Apprenticeship Information

Drop us an email to receive your apprenticeship guide and further programme details.

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    Your enquiry has been received and a member of the Student Support Team will be in touch with you shortly to discuss your training requirements, but if you need to reach us in the meantime, please call 0808 208 0002 (freephone) or email [email protected] for assistance.