Apprentice Paraplanner
REVOLUTION WEALTH MANAGEMENT LTD, Woodbridge, Suffolk
Apprentice Paraplanner
£22,000 a year
REVOLUTION WEALTH MANAGEMENT LTD, Woodbridge, Suffolk
- Full time
- Permanent
- Apprenticeship programme
Posted 1 week ago, 28 Jul | Get your application in now before you're too late!
Closing date: 14-08-2026 (In 8 days)
Job ref: None
Location ref: Woodbridge, Suffolk
Full Job Description
Introduction
Kickstart your career in financial planning with a growing, client-focused wealth management firm. As an Apprentice Paraplanner, you’ll gain hands-on experience supporting advisers while working towards a recognised qualification.
About the Employer
Revolution Wealth Management, established in 2014, delivers personalised financial planning. With offices in Suffolk and satellite in London, the firm provides face-to-face and digital advice to clients across the UK.
What You'll Do
This is an exciting opportunity to join Revolution Wealth Management as an Apprentice Paraplanner, supporting our team in delivering high-quality financial advice to clients. You will gain practical experience across a range of financial planning activities while studying towards a professional qualification. Working in a supportive, close-knit office, you will develop technical knowledge and administrative skills essential for a long-term career in wealth management.
Key responsibilities will include:
- Assisting in the preparation of financial plans and client reports
- Conducting research on financial products and solutions
- Supporting advisers with client meeting preparation and follow-ups
- Maintaining accurate client records and documentation
- Liaising with providers and clients to gather information
- Ensuring compliance with regulatory and company procedures
- Learning to analyse client circumstances and financial objectives
Training Outcome
This role offers excellent long-term career progression within financial services. On successful completion of the apprenticeship, there is the opportunity to move into a full-time Paraplanner position. With experience, progression into advisory roles is also possible.
Skills Required
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Administrative skills
- Analytical skills
- Team working
Qualifications
- Essential - GCSE - English - Grade 4(C)
- Essential - GCSE - Maths - Grade 4(C)
- Desired - A Level - Financial Related (Maths/Business/Economics) - Pass
Course Information
Course: Paraplanner and financial planner (level 4)
Level: 4
Route: Legal, finance and accounting
Apprenticeship Level: Higher
Working Arrangements
Working Week: Monday - Friday, 9am - 5pm, with 1-hour paid lunch
Expected Duration: 2 Years
Training Provider: SKILLS EDGE TRAINING LTD