Master essential paraplanning skills in finance, investments, tax, and insurance.
Overview:Paraplanning is at the heart of effective financial planning. This course explores the key foundations every paraplanner must understand—from interpreting financial statements to navigating complex tax structures. With a focus on accuracy and clarity, learners will build a solid grasp of how to support financial advisers in delivering sound financial strategies.
Each module delivers digestible insights into core topics such as investment principles, insurance, and financial planning frameworks. Ideal for those interested in detail-driven financial support roles, this course strips away jargon and keeps things sharp, smart, and squarely focused on what matters.
Learning Outcomes:
- Understand the fundamental role of paraplanning in financial services.
- Interpret key financial statements with clarity and consistency.
- Identify essential investment principles used in client planning.
- Apply basic taxation rules to common financial planning scenarios.
- Recognise core types of insurance relevant to financial advice.
- Support financial advisers with structured and accurate documentation.
Who is this Course For:
- Aspiring paraplanners looking to enter the financial services sector.
- Financial planning students wanting a structured support role.
- Administrators seeking to upskill into paraplanning positions.
- Professionals transitioning from banking into financial advice support.
- Graduates exploring roles in investment and financial documentation.
- Remote workers interested in financial back-office careers.
- Detail-focused individuals with an interest in numbers and logic.
- Career changers with analytical thinking and writing strengths.
Career Path:
- Paraplanner – £35,000 average salary
- Financial Planning Administrator – £28,000 average salary
- Investment Assistant – £32,000 average salary
- Trainee Financial Adviser – £40,000 average salary
- Client Services Executive (Financial Sector) – £30,000 average salary
- Compliance Support Officer (Finance) – £34,000 average salary
