Apprentice Paraplanner
About the role
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
Working week
Monday - Friday, 9am - 5pm, with 1-hour paid lunch
Skills
Required qualifications
Training & development
You will access your training online from the employers site address.
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
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.
About REVOLUTION WEALTH MANAGEMENT LTD
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.