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Apprentice Paraplanner

Revolution Wealth Management LTD · Bromeswell · posted 27 July 2026

Wage
£22,000 a year
Hours
35 hours a week
Duration
2 Years
Level
Higher (Level 4)
Standard
Paraplanner and financial planner (level 4)
Starts
1 September 2026
Closing date
14 August 2026
Positions
1

Apply on the official government service →No Apprentice League account needed — we never gate applications.

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

Your training

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

Where it leads

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.

Skills they're looking for

Communication skillsIT skillsAttention to detailOrganisation skillsCustomer care skillsAdministrative skillsAnalytical skillsTeam working

Entry requirements

  • GCSE English (grade Grade 4(C)) — essential
  • GCSE Maths (grade Grade 4(C)) — essential
  • A Level Financial Related (Maths/Business/Economics) (grade Pass) — desired

Where you'll work

  • HILLBROOK, COMMON LANE, BROMESWELL, WOODBRIDGE, IP12 2PQ

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