With increasing regulatory demands, Financial Adviser businesses require professionally qualified technical support, making the Paraplanner role more vital than ever. This apprenticeship supports the development of core skills in researching, analysing, and preparing compliant financial reports aligned with a company’s investment philosophy. Upon successful completion, candidates will be fully qualified Paraplanners, with potential to advance into senior technical, compliance, or managerial roles.
This apprenticeship is ideal for individuals already working within the Financial Services sector who are looking to progress into a Paraplanning role. It is also well-suited to graduates as part of an organisation’s development programme.
Apprentices gain in-depth knowledge across key areas including insurance, risk, client needs, personal taxation, allowances, investment planning, asset classes, suitability, pension schemes, and retirement planning. They apply this learning through holistic financial planning and real-world client case studies, building the technical and analytical skills needed to deliver high-quality advice.
The learning is wrapped around and incorporates daily work, this is supplemented by ‘off the job’ development, which on average accounts for 7 hours per week (completed within paid time). Access to all of our training content is via our digital platforms enabling 100% remote delivery.
To support their journey, apprentices benefit from a rich blend of structured learning and personalised development, including:
• Group Connect and Learn Sessions
• 1-2-1 ‘Approach Your Coach’ Support
• Progress Reviews
• Soft Skills Workshops
• Comprehensive Study Guides
• Virtual classroom learning & workshops
• End Point Assessment Preparation
Davies are also able to provide EXPERT support towards the CII – Diploma in Regulated Financial Planning.
As part of this apprenticeship, Davies are uniquely placed to be able to offer the digital materials from Bespoke Training Solutions. This includes:
• Digital Study Guide
• 2 x Full Day Workshops
• Specimen Questions
• Case study analysis (R06)
Worth £409.99 per module if purchased separately.
This programme will develop Knowledge, Skills, and Behaviours and will provide people with the awareness and capabilities required to accelerate their career in financial services roles.
Roles and Responsibilities in Financial Planning | Financial Services Market and Infrastructure | Ethics, Advice Models, and Client Proposition | Regulatory and Compliance Framework | Investment Solutions and Sustainability | Client Understanding and Engagement | Data Technology and Security
Digital Tools and Data Security | Regulatory Compliance and Ethical Standards | Communication and Stakeholder Engagement | Client-Centric Planning and Advice Delivery | Technical Analysis and Research| Professional Development and Reflective Practice
Professionalism and Ethical Conduct | Continuous Learning and Development | Adaptability and Resilience | Sustainability and Responsibility | Inclusion and Respect
Professional qualification
CII Diploma in Regulated Financial Planning
Duration: 23 Months
Funding Band: £13,000
—