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NEW Paraplanner

The new Paraplanner apprenticeship is one of

developed by employers for specialist roles, to help develop new &

Overview of Paraplanner Trailblazer apprenticeship:

Available to new or existing staff aged 16

Duration 1-2 years depending on staff entry qualificatio

the scheme

Includes exams from CII: R01,2,3& J09

Recognised & endorsed by the CII & IFP

Funding support available from the government for non

Link to professional registration

By passing the apprenticeship, professional registration can be achieved by application to

the CII, with recognised stat

Paraplanner competencies to be demonstrated:

Knowledge What is required




Demonstrates a good understanding of the structure of the Financial Services market,

including the role of the financial adviser, the paraplanner, product providers, support services

& platforms

Regulatory &


Understands the Financial Service

advice process. Knows and adheres to the systems and controls that are in place to protect the

client and the company

Products Demonstrates an in-

Can identify which type and features of the financial products are appropriate to the client’s


Systems and


Understands and utilises all systems and processes required to deliver the role objectives. Has

awareness of how these fit within the wider company and the financial advice profession


Trailblazer Apprenticeship

a new breed of Financial Services apprenticeships

existing staff.


qualifications & capacity / capability to


non-graduates (see details below)

status of Cert PFS (Paraplanning)

Services regulatory framework, the ethics & key principles of the

-depth understanding of both financial products & financial planning tools.


ns complete


Skills What is required

Quality service


Consistently develops and delivers excellent service to customers,

colleagues & advisers, supporting the products & services provided and

adhering to TCF principles at all times. Has excellent attention to detail &

provides a quality assurance check for the adviser firm.


communication &


Develops effective relationships with customers & key contacts through

effective verbal/written/IT skills. Can handle & resolve issues. Can write

reports that includes the necessary technical language but articulates in a

way that client’s understand.

Team working &


Understands role within team & impact on others. Consistently

endeavours to support colleagues & collaborate to achieve results.

Planning &


Demonstrates relevant level of skills to be able to provide thorough

research & analysis. Can plan & prioritise work effectively in order to

deliver good outcomes for both the customer & the business.

Using systems &


Consistently adheres to systems & processes using proficient IT skills,

including risk, regulatory and governance requirements .

Behaviours What is required

Honesty and


Truthful, sincere in their actions and doing the right thing (even when not

the easiest)

Adaptability Willingness to accept changing priorities and work patterns when new

jobs need to be done, or requirements change

Enthusiasm Shows drive and energy in their work, when things are going well and

when challenges arise

Dependability Meets personal commitments and expectations; eg completing work,




Proactive in their own development; commitment to the job and the



How the scheme works in practice:

Stage 1 Induction phase:

Sign up process conducted by FWD (Including free recruitment service if required)

Introduction to programme, learner journey, commitments& planning

Stage 2 On programme phase:

Development of apprentice’s skills and knowledge in the work place, including:

Study, revision support & pre exam preparation for all exams

Regular monthly contact with the apprentice to set learning targets, review tasks

and give feedback

Quarterly reviews in the workplace to support both manager & apprentice, using

performance management to track progress against role competencies and

reflection to focus on learning

Ongoing online support including webinars, email contact with tutors and learning


Stage 3 Preparation for final assessment:

Collation of evidence to demonstrate all competencies required by a professional


Overseen by FWD working closely with apprentice & line manager using

A portfolio of evidence from live experience in the workplace, including

completed case studies if broader evidence is required

Recorded ‘professional discussion’ with a qualified FWD trainer

Stage 4 Final assessment phase:(conducted by Professional Body)

Evidence complied in stage 3 above sent for independent final assessment

Stage 5 Result of final assessment:

The Professional Body will review all the evidence put forward in the final assessment

phase & award a Pass, Distinction (or Fail) result


Funding support available:

The government will fund 2/3 of the costs of this apprenticeship, but there are also further

additional incentives depending on specific criteria, such as incentives for Small employers& higher

levels of funding for under19s.In addition there is a further payment on successful completion of

the apprenticeship.

FWD administer the funding on your behalf, including claiming any additional incentives you are

entitled to. The following examples show the net contribution required by the employer per


All CII study material & exam entries are paid for within the examples below (total cost just over


1. Small Employers (defined as <50 employees)

Example 1a: Small employer <50 employees. Apprentice aged 16-18(age on day of sign up to scheme)

Start 9/12 Completion (18/12)

Employer pays £1500 £1500

Employer receives £3000

Net Payment by employer £Nil

Example 1b: Small employer <50 employees. Apprentice aged 19+ (age on day of sign up to scheme)

Start 9/12 Completion (18/12)

Employer pays £1500 £1500

Employer receives £1800

Net Payment by employer £1200

2. Larger Employers (defined as >50 employees)

Example 2a:Larger employer >50 employees. Apprentice aged 16-18 (age on day of sign up to scheme)

Start 9/12 18/12

Employer pays £1500 £1500

Employer receives £2700

Net Payment by employer £300

Example 2b:Larger employer >50 employees. Apprentice aged 19+ (age on day of sign up to scheme)

Start 9/12 18/12

Employer pays £1500 £1500

Employer receives £900

Net Payment by employer £2100


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