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Paraplanning Higher Apprenticeship


Our higher apprenticeship in paraplanning has been developed by industry leading professionals, to provide exciting opportunities in the financial services sector.

​​Through our expert teaching, apprentices will develop the capabilities that are critical to the paraplanning role.  They will learn how to prepare statement of advice documents, undertake financial modelling and compile accurate and compliant financial reports.

They will also learn how to perform critical yield calculation checks, undertake client fact finding, complete compliant confidential financial reviews and prepare suitability letters.

Immediate wins​

Within the workplace they will be developing their skills through on-the-job training, meaning that their contribution to your business will be immediate. They will also gain skills in evaluating industry trends, so they can advise on product developments and identify the associated staff training needs.

Assignments that tackle real world scenarios are a key component of this apprenticeship.  Therefore your staff will be developing solutions to current challenges faced by your business as part of their learning.

Learners will also take industry recognised exam that will act as a symbol of quality for both the apprentice and you, their employer.

Apprentice job roles

All apprentices must be employed in relevant industry roles because they will be applying what they have learned in your workplace, from day one.  Upon completion of this apprenticeship, learners will be able to demonstration full competence as a qualified paraplanner.​

This is a level 4 apprenticeship, meaning that the level of study is equivalent to that of an undergraduate.  As such, some apprentices will be new to the world of work while others will be existing employees looking to develop their skills as part of their career progression.

Development commitment

This apprenticeship offers a flexible approach to study, therefore the specific arrangements would be agreed with you and your employees prior to the apprenticeship start date.

The most common duration of study is two years and would typically include the equivalent of one day per week at university.  There would also be an element of assessment in the workplace.

We would develop a programme of mentoring in partnership with you, to help you get the best out of both the apprentice and the apprenticeship. A win win.

Throughout the apprenticeship the learner will need to be fully employed for a minimum of 30 hours per week – this is a requirement.

Built around you

Our higher apprenticeship in paraplanning is a work-based qualification, tailored to meet the specific needs of your business. Become more innovative, drive quality and become more competitive.

Developing the best people

Offering higher apprenticeships as part of your development programme will help you attract a more talented workforce.  Moreover, offering them to your existing employees will mean you nurture and retain the talent you already have. Get the best out of your best.

Symbol of quality

This is a high-quality programme taught by industry leading practitioners, that provides apprentices with industry recognised qualification. Show your organisation's commitment to quality by adding our programme to your training and development offer.

​Email to find out more.