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

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