Paraplanner & Financial Planner
Financial Services apprenticeship
Overview
Paraplanners provide the technical research and analysis that underpins high-quality financial advice, preparing compliant reports that support the recommendations made to clients. This apprenticeship builds deep technical knowledge across pensions, investments and financial planning, alongside a mandatory regulatory qualification, preparing apprentices for a specialist role at the heart of financial advice.
Who is this for
The Paraplanner & Financial Planner apprenticeship suits individuals with some financial services experience, often progressing from a Financial Services Administrator or Customer Adviser background, moving into technical research and planning.
Benefits for employers
- A technically strong, compliant paraplanning function
- Faster, more accurate report turnaround for advisers
- Reduced risk through consistent, high-quality research
- A structured route to developing future financial planners
Benefits for learners
- Gain a nationally recognised Level 4 qualification
- Achieve a mandatory regulatory qualification (CII, CISI or LIBF route)
- Develop deep technical expertise across financial planning
- Open a clear pathway towards a Financial Adviser career
Key skills
Throughout the apprenticeship, you will develop your research and analytical skills, your understanding of pensions, investments and protection products, and your ability to prepare clear, compliant client reports. You will also strengthen your:
- Financial modelling and risk assessment
- Regulatory knowledge and professional ethics
- Attention to detail and analytical accuracy
- Communication of technical detail to advisers and clients
End point assessment
- Portfolio of Evidence
- Knowledge Test
- Professional Discussion
Professional recognition
This apprenticeship includes a mandatory qualification, chosen from the CII Diploma in Regulated Financial Planning, the CISI Diploma in Investment Advice, or the LIBF Diploma for Financial Advisers.
Typical job roles
- Paraplanner
- Senior Paraplanner
- Trainee Financial Planner
Career progression
On completion, apprentices are well placed to progress into Senior Paraplanner, Financial Planner or Financial Adviser roles.
What employers say
Workpays are the first provider I’ve worked with that truly feels like an extension of our L&D team.
Workpays care; they care for the learners, and they care for their relationship with us — this is evident at all levels and areas of the business.
Workpays made the recruitment process easy and seamless. The candidates were well-prepared and motivated, thanks to the training and support they received.