Apprenticeship · earn while you train · live UK standard from the careers engine
Careermash
BackApprenticeship
Paraplanner and financial planner
Level
4
Higher
Length
2 yrs
typical
Sector
Legal, finance and accounting
Pay
Paid
you earn while training
In a nutshell
Find solutions to help clients achieve their financial goals
What you'd do
Research suitable financial planning solutions for client cases
Produce suitability reports and financial planning recommendations
Analyse investment portfolios and compare product options
Calculate pension projections, tax liabilities, and plan benefits
Prepare client review packs and update financial plans
Ensure all advice files meet compliance and suitability standards
What you'd learn
Financial planning process and client needs analysis
Investment theory, risk profiling, and portfolio construction
Pension legislation, types, and retirement planning options
Tax planning including income tax, CGT, and inheritance tax
Protection products and their role in financial planning
FCA regulation, suitability requirements, and consumer duty
Ready to look for a place?
See live Paraplanner and financial planner apprenticeship vacancies on the official government service.
A Careermash concept · apprenticeship standard from our careers engine · vacancies via gov.uk.