Apprentice Paraplanner

EAST ANGLIA WEALTH MANAGEMENT LIMITED

NORWICH (NR3 1DD)

Closes in 14 days (Friday 10 October 2025 at 11:59pm)

Posted on 24 September 2025

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Summary

We have an exciting opportunity available to join a successful Wealth Management firm, being part of a small team as a Trainee Paraplanner. You will receive hands-on training from experienced financial advisors, helping you to develop your skills in financial planning, compliance, and research, whilst attaining your Diploma in Financial Planning.

Wage

£18,000 a year

Check minimum wage rates (opens in new tab)

£18,000 to £25,000 depending on experience.

Training course
Paraplanner and financial planner (level 4)
Hours
Monday - Friday, 9.00am - 5.00pm, with 1hr lunch break.

35 hours a week

Start date

Thursday 4 December 2025

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

As an Apprentice Paraplanner you will learn the technical aspects of financial planning whilst developing your knowledge of financial products and services under the guidance of a senior paraplanner and the advisers.

Your role will be to assist the Financial Advisors with the:

  • Preparation of client reports
  • Conducting research
  • Managing administrative tasks
  • Gathering financial data
  • Ensuring all regulatory and compliance standards are met
  • Liaising with 3rd party providers to capture product details

Where you'll work

52 COLEGATE
NORWICH
NR3 1DD

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)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • 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 4)
  • Maths (grade 4)

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
  • Problem solving skills
  • Administrative skills
  • Analytical skills
  • Team working
  • Initiative

About this employer

Our business is built around our core principles of trust, integrity, openness, and a commitment to consistently deliver superior customer service and expert advice. At the heart of everything we do is the strength of the relationships we have built and continue to build with our clients and their families. We take great pride in the personable service and quality advice that we provide and we feel privileged to advise clients who have trusted us with their financial planning needs. We firmly believe that always acting in our clients' best interests will allow us to continue to look after our existing clients as well as working with new ones through continued personal recommendation. We very much see EA Wealth as a family Practice and look forward to delivering the same quality of advice to the future generations for many years to come. We offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to: • Build or preserve capital to achieve your future aspirations • Simply invest tax efficiently • Gain financial protection against risk • Manage your wealth for succession planning

http://www.eawealth.co.uk (opens in new tab)

Company benefits

• Annual salary review • Potential annual bonus based on performance

After this apprenticeship

  • Opportunity to achieve a Level 4 Diploma in Financial Planning
  • Progression opportunity to a Financial Planning position
  • Support for the right candidate to Chartered Financial Planning

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

The reference code for this apprenticeship is VAC1000343628.

Apply now

Closes in 14 days (Friday 10 October 2025 at 11:59pm)

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