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Wealth Management Apprenticeship - MHA
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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.
What you'll do at work
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.
Where you'll work
Richard House
9 Winckley Square
Preston
PR1 3HP
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SIMPLY ACADEMY 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).
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Paraplanner
- Analyse clients’ current circumstances and research appropriate solutions to meet their needs, objectives, and attitudes to risk.
- Provide financial planning support to colleagues using appropriate market knowledge and available software and research tools.
- Conduct technical product and fund analysis.
- Create personalised client-facing financial planning reports that are tailored appropriately to the audience and in line with regulatory and firm standards.
- 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.
- 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.
- Identify, prioritise, and address clients’ needs in line with regulatory requirements.
- Deliver advice solutions that support clients in achieving their financial objectives.
- Collaborate with customers to create new opportunities for business growth, for example through referrals and networking.
- Establish clients’ views on responsible and sustainable investing and the impact this may have on available solutions and outcomes.
Training schedule
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.
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- Attention to detail
- Problem solving skills
- Number skills
- Analytical skills
- Logical
MHA Wealth
MHA Wealth provides financial planning and wealth management services, helping individuals and families make confident decisions about their financial future. Our teams support clients across areas such as investments, pensions, retirement planning and long-term financial goals, combining specialist expertise with a personal, relationship-led approach.
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MHA is also ranked 11th among UK accountancy firms in 2026 and is part of the Baker Tilly International network. https://www.mha.co.uk/services/advisory/wealth (opens in new tab)
Company benefits
- Full study support package: including exams, tuition, study leave days and materials.
- Employee recognition awards: Performance Award bonus and other recognition initiatives.
- Employee Assistance Programme: A free, confidential 24-hour support service, including unlimited counselling sessions and access to virtual doctors for you and your family.
- And lots more!
Disability Confident
A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.
You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
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.
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
The reference code for this apprenticeship is VAC2000054102.
Closes on Monday 11 January 2027
After signing in, you’ll apply for this apprenticeship on the company's website.
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