Paraplanners help financial advisers with technical and administrative tasks.


Typical Salary

£24,000 – £45,000

per year

Working Hours

35–38

hours per week

Career Area

Finance and investment analysts and advisers

View related courses

Day-to-day tasks

As a paraplanner, you'll:

  • prepare and write finance reports
  •  research financial funds and products
  •  provide admin support to financial advisers
  •  put together cash flow analysis
  •  keep client records up to date

Skills needed

  • customer service skills
  • knowledge of economics and accounting
  • maths knowledge
  • to be thorough and pay attention to detail
  • sensitivity and understanding
  • persistence and determination
  • analytical thinking skills
  • excellent verbal communication skills
  • to be able to use a computer and the main software packages competently

How to get into this role

You can get into this job through:

  • a college course
  • an apprenticeship
  • working towards this role

Career progression

You could:

  • specialise in an area of finance like technology or pensions
  •  train to become a financial adviser
  •  become self employed, working as a freelance paraplanner