Wealth Management Apprentice: Paraplanner Path

MHA; Preston; Ibrido; GBP 18.000 - 22.000; Tempo pieno

Vantaggi offerti da questo lavoro

Agile working

30 days holiday plus buy/sell up to 5

Full study support package

Employee recognition awards

Employee Assistance Programme

Descrizione del lavoro

MHA in Preston is offering an Associate Paraplanner apprenticeship within Wealth Management. You'll rotate through client service, paraplanning and advisory teams, building judgement, technical capability and relationship skills while supporting senior advisors.

The programme spans three years: Year 1 Foundation focusing on onboarding and client service; Year 2 Technical Excellence drafting suitability reports and market research toward the Level 4 Diploma; Year 3 Advisory shadowing experts and

Competenze

• At least 112 UCAS points from top three subjects, or equivalent, preferably in Business, Economics, Mathematics, Further Mathematics, Accountancy or Politics.
• Ambition to develop commercially minded professional with hands-on experience and mentorship.
• Path to professional qualification through structured academy training.

Mansioni

• Support onboarding, documentation, client service and annual reviews to deliver a compliant client experience.
• Build knowledge of the financial-planning process through structured learning and study.
• Carry out market, product and financial research to support high‑quality advice.
• Prepare technical materials and develop suitability‑report content as paraplanning grows.
• Work across client-service, paraplanning and advisory teams to understand contributions to client outcomes.
• Shadow senior Financial Advisors in client meetings and develop client responsibilities under supervision.

Conoscenze

Initiative

Creativity

Curiosity

Formazione

112 UCAS points

Descrizione del lavoro

MHA in Preston is offering an Associate Paraplanner apprenticeship within Wealth Management. You'll rotate through client service, paraplanning and advisory teams, building judgement, technical capability and relationship skills while supporting senior advisors.

The programme spans three years: Year 1 Foundation focusing on onboarding and client service; Year 2 Technical Excellence drafting suitability reports and market research toward the Level 4 Diploma; Year 3 Advisory shadowing experts and