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
#J-18808-Ljbffr
Wealth Management Apprentice: Paraplanner Path in Preston employer: MHA
MHA is an exceptional employer located in the vibrant city of London, offering a dynamic work culture that prioritises client focus and collaboration. Employees benefit from flexible hybrid working arrangements, extensive professional development opportunities, and the chance to lead impactful advisory projects while mentoring the next generation of tax professionals. With a commitment to fostering growth and innovation, MHA stands out as a rewarding place for those seeking meaningful careers in tax strategy.
