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Skillcert Limited

Financial Services

Build skills for a stronger financial services workforce.

Apprenticeships that help employers develop capable professionals across administration, paraplanning, financial planning and mortgage advice.

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Our apprenticeship programmes

Four routes to develop your people

All four programmes are open for employer enquiries. Paraplanner and Financial Planner are distinct pathways within the same Level 4 apprenticeship standard.

Level 3 · Available

Financial Services Administrator

Develop skilled administrators who support regulated financial services operations, customer service and effective business processes.

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Level 4 · Available

Paraplanner

Develop the technical research, analysis and report-writing capabilities that underpin high-quality financial planning advice.

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Level 4 · Available

Financial Planner

Develop professionals who can build client relationships and support the delivery of suitable financial planning solutions.

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Level 3 · Available

Mortgage Adviser

Support the development of advisers who can understand customer needs, explain mortgage options and work within regulatory requirements.

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Why develop your team with Skillcert?

Workplace relevance

Training focused on the knowledge, skills and behaviours employees use in their roles.

Progression routes

Support career development across specialist and client-facing functions.

Employer conversations

Discuss training requirements, eligibility and suitable programme pathways with our team.

Discuss your apprenticeship requirements

Tell us about your organisation and training needs. You can also request a telephone call from our team.

    Enquire About This Apprenticeship

    Complete the form below and our team will contact you to discuss your requirements.

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