Wealth Management Apprenticeship - MHA

• 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.

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.

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.

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!   

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.

MHA is also ranked 11th among UK accountancy firms in 2026 and is part of the Baker Tilly International network.