The financial services industry is continually evolving, which is why people rely on the expertise of financial advisers to help them manage their money.
Paraplanners are relied upon to assist financial advisers in researching, analysing and preparing compliant financial reports for clients that verify the recommendations and follow the company investment philosophy.
Once you’re qualified, you’ll be on a path for a highly rewarding career, helping people achieve their financial goals.
As the regulatory aspects within the advice process have become more challenging, paraplanners have become integral to the advice process, providing efficiency by focusing on crucial non-client facing tasks.
Where your career takes you, is within your control. Operating in a highly regulated environment, you’ll be challenged with remaining at the forefront of industry advances, and you’ll have a life-long passion for professional development.
You may choose to develop into a senior paraplanner, requiring a broader level of industry experience, with strategic input and a more extensive range of technical knowledge supported by further qualification. Or, you may decide to become a qualified financial adviser.
Qualifications: 5 GCSE’s A-C Grades (Including Maths and English)
Criteria: Be a UK citizen or resident in the UK for the past three years
Age Eligibility: 16 – 65
Job Role: Be employed for 30 hours per week minimum
Qualification: CII’s Level 4 Certificate in Paraplanning
Duration: 18 Months
Assessment: Three exam modules, one coursework assignment, case study and portfolio of evidence
All our apprenticeships are up 100% funded however, there may be some co-investment or deposit required, depending on the course.
Our 2019 course dates for financial advisers are:
Please check back for the release of the 2020 dates.
Applications are open now for employers to apply on behalf of their apprentice. Due to our limited funding, we allocate places on a number of factors including age, location, available support and the likelihood of the individual passing the programme.
If you’re interested in becoming an apprentice but aren’t currently employed in a relevant role, please contact the team at NMBA who can help you to find a suitable employer.
Financial Adviser Apprenticeship Programme
Using knowledge and expertise on markets, products and services, to advise clients on how to manage their money.
Mortgage Adviser Apprenticeship Programme
Using knowledge and expertise on markets, products and services, to advise and ensure best outcomes for clients when purchasing property.