What is the background to this programme?
There are 2 distinct Paraplanner roles recognised by the sector and this standard is for the first of these two roles. Successful completion of this standard will result in a demonstration of full competence as a fully qualified Paraplanner. Upon completion, there is the potential to develop further into the role of ‘Senior Paraplanner’ which requires a broader level of industry experience & further qualifications (the Senior Paraplanner role delivers a higher level of technical & specialist support to the Financial Adviser whilst also contributing more strategically to the business’s investment philosophy & processes) or other technical, compliance or managerial roles within the sector.
What qualification is achieved?
The apprentice will be required to complete the Certificate in Paraplanning from Professional Bodies: Chartered Insurance Institute or FPSB UK/The Institute of Financial Planning.
What is covered?
- Understanding of Financial Services market
- Regulatory and compliance
- Using systems and processes
- Customer communication and relationships
- Team working and collaboration
- Planning and prioritizing
- Quality service delivery