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.
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Apprenticeship
You could do a Paraplanner and Financial Planner Level 4 Higher Apprenticeship.
This takes around 2 years to complete and is a mix of learning on the job and study 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
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Work
You could join a company as a trainee and become a paraplanner through on-the-job training and promotion.
Your employer may encourage you to complete a qualification while you work, such as the CISI Level 4 Certificate in Paraplanning.
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Professional and industry bodies
You can join a professional body for training opportunities and professional development.
Organisations include:
- The Chartered Insurance Institute (CII)
- The Chartered Institute for Securities and Investment (CISI)
- Walbrook Institute London
Further information
You can find more information about working in financial services from Walbrook Institute London.