Wealth Management Apprenticeship - MHA
-
Company: MHA Wealth
-
Location: Preston, PR1 3HP
-
Type: Apprenticeship
-
Salary: Competitive Salary
-
Sector: Legal, finance and accounting
-
Ref: NAS-2000054102
-
Application Deadline Date: 11/01/2027
-
Start Date: 02/09/2027
-
Positions Available: 3
-
Working Week: Monday to Friday, 9.00am - 5.00pm. Our flexible working policy gives you greater choice over how you structure your day. With core hours of 10.00am - 2.00pm, you can start earlier or finish later to suit your needs.
Brief Description
Join MHA Wealth in Preston on a three-year apprenticeship, rotating through client service, paraplanning and financial advice. Gain hands-on experience, study towards the CII Level 4 Diploma and build the technical, commercial and relationship skills needed for a career in wealth management.
Training to be Provided
You’ll train through a combination of structured study, hands-on experience and support from experienced colleagues. Over three years, you’ll rotate through client service, paraplanning and financial advice, building your knowledge step by step. You’ll study towards the CII Level 4 Diploma, with full support for tuition, exams, materials and study leave.
Alongside your formal learning, you’ll develop practical skills through real client work, market research, suitability reports and shadowing senior Financial Advisors in client meetings.
Future Prospects
Year 1: Foundation (Client Service Team) You’ll learn the lifecycle of a client. From onboarding to annual reviews, you will manage the essential documentation and systems that keep our advice compliant and professional. You will begin your initial CII modules, gaining a birds-eye view of the industry.
Year 2: Technical Excellence (Junior Paraplanner) Progress into the technical team as a Junior Paraplanner. Here, you will begin drafting suitability reports, conducting market research, and analysing complex financial data to support our senior advisors. This year is about building the "why" behind financial advice as you work toward completing your Level 4 Diploma.
Year 3: Advisory (Financial Advisory) This is the bridge to your career as an Advisor. You will shadow senior experts in live client meetings, learn the art of relationship management, and eventually taking on your own client responsibilities under supervision.
Vacancy Detail
- 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.