Associate Paraplanner Apprentice - Hybrid & Study Support

MHA; Preston; On-site; GBP 14,000 - 22,000; Full time

Benefits offered by this job

Agile working

30 days holiday

Full study support package

Employee recognition awards

Employee Assistance Programme

And lots more!

Job summary

MHA is recruiting for an Associate Paraplanner Apprentice in Preston, offering hands-on experience, mentorship, and a formal qualification track in Wealth Management. You'll rotate through client service, paraplanning and advisory teams across a three-year journey, with on-the-job training and support to achieve your Level 4 Diploma and Chartered pathway.

The apprenticeship combines practical work and study, with flexible study support, structured learning, and a focus on developing commercial

Qualifications

• Entry Requirements: At least 112 UCAS points from your top three subjects (or equivalent) with at least one preferably in a relevant discipline such as Business, Economics, Mathematics, Further Mathematics, Accountancy, or Politics.

Responsibilities

• Support new-client onboarding, documentation, record keeping and annual reviews to deliver a professional, compliant client experience.
• Build your knowledge of the financial-planning process through structured learning, CII study and practical experience.
• Carry out market, product and financial research to support high-quality advice for clients.
• Prepare technical materials and develop suitability-report content as your paraplanning capability grows.
• Work across client-service, paraplanning and advisory teams to understand how each contributes to client outcomes.
• Shadow senior Financial Advisors in client meetings and build the confidence to manage client responsibilities under supervision.
• Take ownership of your development plan and progress through Academy milestones towards your Level 4 Diploma and specialist or Chartered pathway.

Job description

MHA is recruiting for an Associate Paraplanner Apprentice in Preston, offering hands-on experience, mentorship, and a formal qualification track in Wealth Management. You'll rotate through client service, paraplanning and advisory teams across a three-year journey, with on-the-job training and support to achieve your Level 4 Diploma and Chartered pathway.

The apprenticeship combines practical work and study, with flexible study support, structured learning, and a focus on developing commercial