Apprentice Paraplanner

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:

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

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.

Employer Description:

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.

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

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Analytical skills,Team working