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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 Paraplanner

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.

Relevant subjects include:

  • Level 3 Certificate In Regulated Financial Services Operations
  • T Level in Finance
  • Level 4 Diploma in Financial Planning

Entry requirements

You'll usually need:

  • 4 or 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, for a level 3 course
  • 1 or 2 A levels, a level 3 diploma or relevant experience for a level 4 or level 5 course

  • 4 or 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths for a T Level

More Information

Apprenticeship

You could do a Paraplanner 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 The London Institute of Banking and Finance.

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

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Current opportunities

Apprenticeships In England

We can't find any apprenticeship vacancies in England for a Paraplanner right now.

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Courses In England

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Jobs In the United Kingdom

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Speak to an adviser

You can call 0800 100 900 or use webchat to speak to an adviser.

We're open:

  • 8am to 8pm Monday to Friday
  • 10am to 5pm Saturdays and bank holidays

We're closed on Sundays, Christmas Day and New Year's Day.

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