Level 4 Paraplanner and Financial Planner

Apprenticeship Overview:

The Level 4 Paraplanner and Financial Planner apprenticeship is a comprehensive programme combining technical expertise, regulatory knowledge and client-focused skills. Ideal for aspiring financial services professionals and growing firms; over 22-months this standard develops confident, qualified paraplanners and financial advisers who can deliver high-quality planning and advice services.

The programme is fully, or part government funded, providing a cost-effective way to develop new technical and advisory talent that hold the CII DipPFS (Diploma in Regulated Financial Planning) qualification as standard.

Programme Overview Coming Soon:

Entry Requirements:

Be aged 16 or over and not in education or on a government funded programme
Have been a UK resident for the last 3 years
Employed for a minimum of 16 hours per week within a financial advice or planning firm
Have a minimum of 1 years industry experience (unless part of a graduate programme)
Must be actively working towards a paraplanning / financial planning role
Have achieved a Grade 5 (C) in GCSE English and maths
Hold at least one pass at Level 3, for example an A-Level or BTEC

Important Information:

All programmes are delivered online. You will need a strong broadband connection and a PC with both camera and microphone
You must be able to commit to the whole apprenticeship with your employer, for the full duration
You are expected to maintain a minimum of 95% attendance to live seminars
Be able to commit to 6 hours of structured learning each week alongside your existing role

Learning Outcomes: