Wealth Management Apprenticeship - MHA

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.

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. 37 hours 30 minutes a week3 yearsCommunication skills, Attention to detail, Problem solving skills, Number skills, Analytical skills, Logical

Requirements

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

After this apprenticeship

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.