Apprentice Paraplanner

Summary

Looking to break into financial services and learn from the best? We’re offering a unique opportunity for an enthusiastic and detail-driven individual to join a growing outsourced paraplanning business as an Apprentice Paraplanner.

Wage

£24,000 a year

Check minimum wage rates (opens in new tab)

You'll receive a pay review for each exam passed, acknowledging your commitment to professional development. Additionally, a discretionary annual bonus, based on your report outputs throughout the year, will further reward your contributions.

Training course

Paraplanner and financial planner (level 4)

Hours

Monday to Friday: 9:00 to 5:30, including 1 hour lunch.

37 hours 30 minutes a week

Start date

Tuesday 2 September 2025

Duration

2 years

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

This fantastic opportunity offers you the chance to gain real exposure to the financial planning process, delving into a wide range of client scenarios. You'll be instrumental in supporting the preparation of suitability reports and various financial planning documents, conducting essential product and provider research, and assisting with compliance checks and data gathering. What truly makes this role shine is our commitment to your growth: you'll receive full support toward your professional CII qualification and direct mentorship from an experienced paraplanner and business owner. Plus, you'll enjoy the flexibility of working on a fully remote basis.

What makes this role stand out?

Fully remote – work from anywhere in the UK
Real exposure to the financial planning process and a wide range of scenarios
Full support toward your professional CII qualification
Direct mentorship from an experienced paraplanner and business owner

What you’ll be doing:

Supporting the preparation of suitability reports and financial planning documents
Conducting product and provider research
Assisting with compliance checks and data gathering
Interpreting client fact finds and objectives
Collaborating remotely with industry experts

Where you'll work

10 Bolt Court
London
EC4A 3DQ

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

SKILLS EDGE TRAINING LTD

Your training course

Paraplanner and financial planner (level 4)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

Use software packages and digital tools to deliver financial advice or paraplanning services in line with cyber and data security requirements, using data securely and safely.
Provide services to clients in line with the business proposition, adhering to Consumer Duty and Treating Customers Fairly (TCF) principles.
Prepare financial recommendations in accordance with risk, regulatory, and governance requirements.
Comply with service and quality assurance standards for the business, for example complaints procedures and productivity.
Communicate with clients and colleagues using methods appropriate for the intended audience, including verbal, written, digital, and virtual.
Interpret and communicate financial and business information in a way that facilitates understanding for the intended audience, for example finance and non-finance stakeholders.
Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver advisory tasks and achieve successful customer outcomes.
Plan and prioritise work to support positive outcomes for both the customer and the firm.
Provide individual advice relevant to clients in line with regulatory requirements.
Use feedback to reflect on own practice and identify opportunities for continuous professional development (CPD).
Paraplanner – Analyse clients’ current circumstances and research appropriate solutions to meet their needs, objectives, and attitudes to risk.
Paraplanner – Provide financial planning support to colleagues using appropriate market knowledge and available software and research tools.
Paraplanner – Conduct technical product and fund analysis.
Paraplanner – Create personalised client-facing financial planning reports that are tailored appropriately to the audience and in line with regulatory and firm standards.
Paraplanner – Securely maintain client files with evidence of any research and analysis undertaken.
Financial Planner – Conduct KYC activities to fact-find relevant information and establish clients’ financial needs and objectives, including identifying when and where clients may be experiencing vulnerabilities.
Financial Planner – Establish overall risk profiles for clients through an understanding of the clients’ financial knowledge and experience, attitude to investment risk, capacity for loss, and understanding of their vulnerabilities.
Financial Planner – Identify, prioritise, and address clients’ needs in line with regulatory requirements.
Financial Planner – Deliver advice solutions that support clients in achieving their financial objectives.
Financial Planner – Collaborate with customers to create new opportunities for business growth, for example through referrals and networking.
Financial Planner – Establish clients’ views on responsible and sustainable investing and the impact this may have on available solutions and outcomes.
Use software packages and digital tools to deliver financial advice or paraplanning services in line with cyber and data security requirements, using data securely and safely.
Provide services to clients in line with the business proposition, adhering to Consumer Duty and Treating Customers Fairly (TCF) principles.
Prepare financial recommendations in accordance with risk, regulatory, and governance requirements.
Comply with service and quality assurance standards for the business, for example complaints procedures and productivity.
Communicate with clients and colleagues using methods appropriate for the intended audience, including verbal, written, digital, and virtual.
Interpret and communicate financial and business information in a way that facilitates understanding for the intended audience, for example finance and non-finance stakeholders.
Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver advisory tasks and achieve successful customer outcomes.
Plan and prioritise work to support positive outcomes for both the customer and the firm.
Provide individual advice relevant to clients in line with regulatory requirements.
Use feedback to reflect on own practice and identify opportunities for continuous professional development (CPD).

Your training plan

Your apprenticeship will be accessed via online sessions from your employers' site address.

More training information

Apprentices will achieve the Level 4 Paraplanner and Financial Planner:

Develop the knowledge, skills and behaviours of successful Paraplanners
Free CII membership for non-members through the CII Aspire Apprenticeship Programme for those who have not been a paid member before
Includes digital study book and exam entry for each CII exam
to complete the CII Diploma in Regulated Financial Planning
Fortnightly workshops for each R0 exam
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks for real-time support and assistance from experienced financial services professionals
Additional resources through RM Advance

Requirements

Essential qualifications

GCSE in:

English (grade Grade 4(C))
Maths (grade Grade 4(C))

A Level in:

Financial Related (Business/Economics) (grade Pass)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Customer care skills
Problem solving skills
Administrative skills
Number skills
Analytical skills
Team working
Initiative

Other requirements

Upon reviewing your application, we will use technology to detect whether AI has been used. If this is the case, your application will be declined. Whilst AI can be a valuable tool, we would recommend using it to support and enhance your own words and sentiments, rather than relying on it to produce full responses to specific questions or prompts. Doing so can result in applications that lack authenticity and emotional depth. Moreover, over-reliance on AI can lead to submissions that appear generic, making it harder for your application to stand out.

About this company

Root offers outsourced paraplanning services that are tailored to meet the specific needs of financial advisers and their firms. Provided by chartered paraplanners boasting extensive industry experience, we take pride in delivering suitability reports that not only meet the highest standards of quality but also seamlessly align with our clients existing branding and operational processes. In addition to suitability reports, we offer comprehensive technical support. We delve into the nitty-gritty of financial planning, undertaking extensive research, performing complex calculations, and conducting in-depth analyses of plan data. Our support services enable our clients to make well-informed decisions and provide the best possible financial guidance.

http://rootparaplanning.com (opens in new tab)

After this apprenticeship

Becoming a Paraplanner

Once you achieve your Diploma in Financial Planning (Level 4, covering R01 through R06), you'll be eligible to transition into a competent Paraplanner role. This significant step comes with increased responsibilities and rewards. As a Paraplanner, you'll have the exciting opportunity to share in the profits of each report written, directly benefiting from your excellent work. You'll also gain greater involvement in client servicing and liaison, allowing you to build stronger relationships and deepen your understanding of client needs.

Becoming a Partner Paraplanner

Your journey doesn't stop there! With our full support for your chartered exams, you'll be able to progress to a Partner Paraplanner role once you achieve Chartered Financial Planner status (Level 6). As a Partner Paraplanner, you'll reach the pinnacle of your career with us, sharing in the overall profits of the business. This senior position also comes with management oversight, encompassing both staff development and contributing to the strategic growth of the business.

Ask a question

The contact for this apprenticeship is: