Apprentice Paraplanner

BESPOKE-ADVICE LIMITED

Worcestershire (WR1 1HD)

Closes in 24 days (Monday 30 March 2026 at 11:59pm)

Posted on 5 March 2026

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Summary

Provide day‑to‑day support to the technical team by preparing client documentation, conducting research, maintaining accurate records, and assisting with policy administration. The role contributes to delivering high‑quality client outcomes and meeting business and regulatory requirements.

Wage

£24,000 a year

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Training course
Paraplanner and financial planner (level 4)
Hours
Monday to Friday, 09:00 - 17:00, 1-hour lunch.

35 hours a week

Start date

Tuesday 7 April 2026

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

To support and assist in and support the functioning of our technical department and in the achievement and delivery of outstanding client outcomes, our business objectives and our regulatory obligations. Responsibilities will include, but not be limited to:

  • Helping to prepare review packs for client meetings
  • Helping to write client reports and recommendations letters
  • Preparing advice packs and application/nomination forms
  • Submitting Requests for Information to providers
  • Keying amendments and adjustments to policies and new applications onto the back-office system
  • Helping with Research, using our available various tools
  • Submitting business and maintaining client records on our systems

Where you'll work

22 The Tything
Worcester
Worcestershire
WR1 1HD

Training

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

Training provider

SKILLS EDGE TRAINING LTD

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).

Training schedule

You will access your training online from the employers site address

More training information

You will achieve the Paraplanner and Financial Planner Level 4 Apprenticeship Standard:

  • Fully and part funded learning and development programme that includes the DipPFS Diploma in Regulated Financial Planning
  • 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 previously been a paid member
  • Includes CII digital study book and exam entry for each R0 exam
  • The Diploma in Regulated Financial Planning includes:
    • R01 Financial Services Regulation and Ethics
    • R02 Investment Principles and Risk
    • R03 Personal Taxation
    • R04 Pensions and Retirement Planning
    • R05 Financial Protection
    • R06 Financial Planning Practice
  • 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
  • Regular tutorials and assessments from an experienced financial services professional

Requirements

Essential qualifications

GCSE in:

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

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

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

About this employer

We are a growing, national Chartered Financial Planner firm designing bespoke financial plans for individuals, business owners and corporate clients. As a truly independent, full‑service advisory business, we combine deep industry experience with a commitment to high standards, sustainability and community responsibility. Our growth is driven organically through referrals, by attracting quality advisers seeking a supportive, client‑centric environment, and by offering a thoughtful succession pathway for those retiring from the industry. As a proud B‑Corp, we stand by our values of integrity, authenticity, compassion and empowerment, helping people build, manage and protect their wealth so they can live the best lives possible.

After this apprenticeship

  • The business has a track record of supporting staff to progress their careers

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

The reference code for this apprenticeship is VAC2000016408.

Apply now

Closes in 24 days (Monday 30 March 2026 at 11:59pm)