Finance

Paraplanner

Level: 4
Qualification: Apprenticeship
Course Length: 24-36 months

A paraplanner works closely with financial advisors, however the two roles are distinctly different. Paraplanners are non-client facing; they provide the research, analysis, and reporting needed in order to effectively make recommendations to clients. The role of paraplanner is of paramount importance and historically they have always been in high demand.

The apprentice will be required to complete the Certificate in Paraplanning from Professional Body: Chartered Insurance Institute

The CII Certificate includes the following 4 examinations:

 

Link to professional registration

By passing the apprenticeship, professional registration can be achieved by application to the relevant Professional Body, with recognised status as follows: ‘Cert PFS (Paraplanning)’ with the Chartered Insurance Institute or ‘Accredited Paraplanner (APP)’ with the Institute of Financial Planning.

Financial services market

  • Demonstrates a deep understanding of the structure of the Financial Services market, including the role of the financial adviser, the paraplanner, product providers, support services & platforms

Regulatory & compliance

  • Full understanding of the Financial Services regulatory framework, and the ethics and key principles of the advice process. Comprehensive knowledge of the systems and controls that are in place to protect the client and the company. Demonstrates full adherence to these systems and controls.

Products

  • Demonstrates an in-depth understanding of both financial products & financial planning tools. Can analyse which type and features of the financial products are appropriate to the client’s needs.

Systems and processes

  • Understands and utilises all systems and processes required to deliver the role objectives. Has sophisticated awareness of how these fit within the wider company and the financial advice profession.

All our apprenticeships are delivered through blended learning techniques. This means there will be a mixture of self-studying, theory delivered by your tutor either online or in person, a series of one-off webinars followed up with seminars delivered by our carefully selected ‘sector experts’. Our e-portfolio software allows you to access your work and view your progress at any time, from any device.

Thank you for your enquiry, we will endevour to get back to you as soon as we can.
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