Skip to main content
Get careers information and advice

Beta How could we improve this service? Your feedback will help.

  1. Home
  2. Explore careers
  3. Paraplanner

Paraplanner

Alternative titles for this job include

Paraplanners help financial advisers with technical and administrative tasks.

Average salary (a year)

£24,000 Starter

to

£45,000 Experienced

Typical hours (a week)

35 to 38 a week

You could work

evenings / weekends

How to become

Explore the different ways to get into this role.

How to become

You can get into this job through:

  • a college course
  • an apprenticeship
  • working towards this role

College

You could do a college course which would teach you some of the skills and knowledge you need to be a paraplanner.

Subjects include:

  • regulated financial services operations
  • financial planning
  • providing financial services

Entry requirements

Entry requirements for these courses vary.

More Information

Apprenticeship

You could do a Paraplanner and Financial Planner Level 4 Higher Apprenticeship.

This will take around 2 years to complete and will include a mix of learning on the job and studying at college.

Entry requirements

You'll usually need:

  • 4 or 5 GCSEs at grades 9 to 4 (A* to C) and A levels, or equivalent, for a higher or degree apprenticeship

More Information

Work

You could join a company as a trainee and learn on the job.

Your employer might want you to do qualification while you train, such as the CISI level 4 Certificate in Paraplanning.

More Information

Professional and industry bodies

You can join a professional body for training opportunities and professional development.

Organisations include:

Further information

You can find more information about working in financial services from Walbrook Institute London.

What it takes

Find out what skills you’ll use in this role.

What it takes

Skills and knowledge

You'll need:

  • customer service skills
  • knowledge of economics and accounting
  • maths knowledge
  • to be thorough and pay attention to detail
  • sensitivity and understanding
  • persistence and determination
  • analytical thinking skills
  • excellent verbal communication skills
  • to be able to use a computer and the main software packages competently

What you’ll do

Discover the day to day tasks you’ll do in this role.

What you'll do

Day-to-day tasks

As a paraplanner, you'll:

  • prepare and write finance reports
  • research financial funds and products
  • provide admin support to financial advisers
  • put together cash flow analysis
  • keep client records up to date

Working environment

You could work at a client's business, in an office or remotely.

Career path and progression

Look at progression in this role and similar opportunities.

Career path and progression

You could:

  • specialise in an area of finance like technology or pensions
  • train to become a financial adviser
  • become self employed, working as a freelance paraplanner

Current opportunities

Find apprenticeships, courses and jobs available near you.

Current opportunities

Apprenticeships In England

Wealth Management Apprenticeship - MHA

  • Wage: Competitive Annually
  • Location: 9 Winckley Square, Preston
Find apprenticeships near you

Courses In England

Money Made Simple - A Financial Literacy Workshop Series 4 - Taking Control of Your Finances - Saving, Investing and Planning

  • Provider: Morley College
  • Start date: 10 December 2026
  • Location: London
Find courses near you

Jobs In the United Kingdom

The Find a job service can help you with your search for jobs and send alerts when new jobs become available.

Related careers

Financial adviser

Pensions administrator

Financial services customer adviser

Investment analyst

Skills assessment

Take an assessment to learn more about your skills and the careers that might suit you.

Is this page useful?

Yes No

Thank you for your feedback.

Thank you for your feedback. Click here if you'd like to let us know how we can improve the service.