← All apprenticeships · Legal, finance and accounting · ST1301

Level 4Higher · HNC/Cert HE

Paraplanner and financial planner

Find solutions to help clients achieve their financial goals

Typical duration

2 years

Training funded

Fully funded

Route

Legal, finance and accounting

Standard ref

ST1301

Where this apprenticeship leads

Financial Advisers, Planners and ConsultantsAI exposure 52% · High

£30,000 - £40,000

£45,000 - £55,000

Full career profile - salary progression, top employers, AI outlook →

Role overview

Paraplanners and financial planners support or lead the process of researching, analysing, and producing financial plans and suitability reports for clients, working in IFA firms, wealth managers, and financial planning practices. Apprentices at Level 4 develop technical financial planning knowledge across investments, pensions, tax, and protection. The role provides a strong platform for becoming a chartered financial planner.

Careers this apprenticeship leads to

Salary progression, top employers and day-to-day reality for the roles this standard prepares you for.

Payroll Officers and Wages Clerks

Apprenticeship route

Insurance Broker

Apprenticeship route

Accounting Technician

Apprenticeship route

Forensic Accountant

Revenue Protection Officer

Debt, Rent and Other Cash Collectors

Financial Accountant (Qualified)