Apprentice Paraplanner

Summary

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.

Wage

£22,000 a year

Starting salary is £22,000 per annum, with regular salary reviews based on performance and progression throughout the apprenticeship

Training course

Paraplanner and financial planner (level 4)

Hours

Monday - Friday, 9am - 5pm, with 1-hour paid lunch

35 hours a week

Start date

Tuesday 1 September 2026

Duration

2 years

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

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

Where you'll work

HILLBROOK
COMMON LANE
BROMESWELL
WOODBRIDGE
IP12 2PQ

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

SKILLS EDGE TRAINING LTD

Training course

Paraplanner and financial planner (level 4)

What you'll learn

• Use software packages and digital tools to deliver financial advice or paraplanning services in line with cyber and data security requirements, using data securely and safely.
• Provide services to clients in line with the business proposition, adhering to Consumer Duty and Treating Customers Fairly (TCF) principles.
• Prepare financial recommendations in accordance with risk, regulatory, and governance requirements.
• Comply with service and quality assurance standards for the business, for example complaints procedures and productivity.
• Communicate with clients and colleagues using methods appropriate for the intended audience, including verbal, written, digital, and virtual.
• Interpret and communicate financial and business information in a way that facilitates understanding for the intended audience, for example finance and non-finance stakeholders.
• Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver advisory tasks and achieve successful customer outcomes.
• Plan and prioritise work to support positive outcomes for both the customer and the firm.
• Provide individual advice relevant to clients in line with regulatory requirements.
• Use feedback to reflect on own practice and identify opportunities for continuous professional development (CPD).
• Paraplanner – Analyse clients’ current circumstances and research appropriate solutions to meet their needs, objectives, and attitudes to risk.
• Paraplanner – Provide financial planning support to colleagues using appropriate market knowledge and available software and research tools.
• Paraplanner – Conduct technical product and fund analysis.
• Paraplanner – Create personalised client-facing financial planning reports that are tailored appropriately to the audience and in line with regulatory and firm standards.
• Paraplanner – Securely maintain client files with evidence of any research and analysis undertaken.
• Financial Planner – Conduct KYC activities to fact-find relevant information and establish clients’ financial needs and objectives, including identifying when and where clients may be experiencing vulnerabilities.
• Financial Planner – Establish overall risk profiles for clients through an understanding of the clients’ financial knowledge and experience, attitude to investment risk, capacity for loss, and understanding of their vulnerabilities.
• Financial Planner – Identify, prioritise, and address clients’ needs in line with regulatory requirements.
• Financial Planner – Deliver advice solutions that support clients in achieving their financial objectives.
• Financial Planner – Collaborate with customers to create new opportunities for business growth, for example through referrals and networking.
• Financial Planner – Establish clients’ views on responsible and sustainable investing and the impact this may have on available solutions and outcomes.
• Use software packages and digital tools to deliver financial advice or paraplanning services in line with cyber and data security requirements, using data securely and safely.
• Provide services to clients in line with the business proposition, adhering to Consumer Duty and Treating Customers Fairly (TCF) principles.
• Prepare financial recommendations in accordance with risk, regulatory, and governance requirements.
• Comply with service and quality assurance standards for the business, for example complaints procedures and productivity.
• Communicate with clients and colleagues using methods appropriate for the intended audience, including verbal, written, digital, and virtual.
• Interpret and communicate financial and business information in a way that facilitates understanding for the intended audience, for example finance and non-finance stakeholders.
• Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver advisory tasks and achieve successful customer outcomes.
• Plan and prioritise work to support positive outcomes for both the customer and the firm.
• Provide individual advice relevant to clients in line with regulatory requirements.
• Use feedback to reflect on own practice and identify opportunities for continuous professional development (CPD).

Training schedule

You will access your training online from the employers site address.

More training information

You will achieve the Paraplanner and Financial Planner Level 4 Apprenticeship Standard:

• Fully and part funded learning and development programme that includes the DipPFS Diploma in Regulated Financial Planning
• Develop the knowledge, skills and behaviours of successful Paraplanners
• Free CII membership for non-members through the CII Aspire Apprenticeship Programme for those who have not previously been a paid member
• Includes CII digital study book and exam entry for each R0 exam

The Diploma in Regulated Financial Planning includes:

• R01 Financial Services Regulation and Ethics
• R02 Investment Principles and Risk
• R03 Personal Taxation
• R04 Pensions and Retirement Planning
• R05 Financial Protection
• R06 Financial Planning Practice

Fortnightly workshops for each R0 exam!

• All workshops recorded and available on-demand
• Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
• Additional resources through RM Advance
• Regular tutorials and assessments from an experienced financial services professional

Requirements

Essential qualifications

GCSE in:

• English (grade Grade 4(C))
• Maths (grade Grade 4(C))

Desirable qualifications

A Level in:

Financial Related (Maths/Business/Economics) (grade Pass)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Administrative skills
• Analytical skills
• Team working