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The role of the Paraplanner is to assist the Financial Adviser in researching analysing & preparing compliant financial reports for clients that verify the recommendations made in accordance with the company investment philosophy. It should also be noted that the Paraplanner role is distinctly different from the role of a Financial Adviser.

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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
  • Products
  • Using systems and processes
  • Customer communication and relationships
  • Team working and collaboration
  • Planning and prioritizing
  • Quality service delivery



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What are the entry requirements?

Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.

What are our previous attendees saying? 

“I wholeheartedly recommend Davies Learning Solutions, my learning journey has been clear and supported and I passed first time – thank you!”

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