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Paraplanner & Financial Planner
Level 4 Apprenticeship
Start Date:
Flexible, throughout the year
Cost:
£13,000 (funded by apprenticeship levy or levy transfer)
Duration:
18 months + 5 months for End Point Assessment
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.
Employer Benefits
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
Learner Benefits
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
Professional Qualifications
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.
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.
Typical Job Roles
Paraplanner
Senior Paraplanner
Trainee Financial Planner
EPA Assessment Method
Portfolio of Evidence
Knowledge Test
Professional Discussion
Delivery Method
Online or face-to-face live tutor-led masterclasses, guided self-study, practical workplace tasks, and 1:1 mentoring support.
Career Progression
On completion, apprentices are well placed to progress into Senior Paraplanner, Financial Planner or Financial Adviser roles.
Interested?
To learn more about apprenticeships and how they could benefit you, fill in our short enquiry form and a member of our team will be in touch for a no-obligation chat.
Who Are Workpays?
Workpays is a multi-award-winning training provider that supports businesses and individuals to make small changes that lead to big differences.
We partner with businesses to upskill their workforce and attract high-quality talent, enabling them to outperform their competitors. We empower individuals to take the first and next steps in their career, building their confidence and expertise.