Diploma in Paraplanning

Explore the Diploma in Paraplanning—build essential knowledge for support roles in financial planning, fully online and flexible.

Overview :

The Diploma in Paraplanning is designed to provide the foundational knowledge required for working alongside financial planners. This course covers essential areas such as investment planning, pensions, protection, and tax—giving learners the tools to deliver accurate and informed documentation that financial advisers rely on. The content is delivered entirely online, making it accessible for learners from all backgrounds who prefer a flexible study approach.

Whether you’re new to financial services or already in the sector looking to specialise, this diploma helps you navigate the technical side of financial planning with clarity and purpose. The course avoids fluffy terminology and goes straight to what matters—solid financial understanding, relevant regulations, and effective client support. Study at your own pace, build confidence in your knowledge, and prepare to contribute meaningfully in a paraplanning role without the need to rewire your entire life.

Learning Outcomes:

• Understand key principles of financial and investment planning clearly.
• Identify suitable products for client needs within UK regulations.
• Interpret and analyse financial data with improved accuracy.
• Apply knowledge to create robust financial planning reports.
• Learn industry-relevant terminology for better communication with advisers.
• Recognise the structure and function of paraplanning within firms.

Who is this Course For:

• Anyone exploring support roles in financial advice teams.
• Existing administrators aiming to move into paraplanning work.
• Career changers interested in financial services from home.
• Junior staff wanting a clear path to develop knowledge.
• Individuals aiming to understand financial products more deeply.
• Those preparing for further professional financial planning exams.
• People wanting flexible learning without sacrificing quality content.
• Staff in finance roles needing structured theory and regulation understanding.

Career Path :

• Paraplanner – £32,000 per year
• Financial Planning Assistant – £28,000 per year
• Investment Administrator – £27,500 per year
• Compliance Support Officer – £31,000 per year
• Client Services Executive (Financial Sector) – £30,000 per year
• Trainee Financial Adviser – £35,000 per year