Associate Paraplanner Cii (higher Apprenticeship) - Preston
MHA · North West · PR1 3HP
About the role
Associate Paraplanner 🚀
Are you ready to launch your career and make a real impact? We're on the hunt for ambitious, creative, and curious minds to join our Apprenticeship Programme! ✨ This isn't just a job; it's your launchpad to becoming a top-tier, commercially savvy professional, fully qualified and totally prepared to own your future. 🚀
What's on Offer:
- Hands-on Experience: Dive into real work, real projects, and make a genuine difference from day one. No just shadowing here! 💼
- Elite Mentorship: Learn from the best in the biz and gain insider knowledge. 🧠
- Professional Qualification: Earn a recognised professional qualification that opens doors. 🎓
- The Academy: Get an immersive intro to the whole financial planning journey – client service, paraplanning, and advice. 📚
- Career Acceleration: Be fully prepared to drive your career forward and take on exciting challenges. 📈
Your 3-Year Journey:
- Year 1: Foundation (Client Service Team): Master the client lifecycle, from onboarding to reviews, and kickstart your CII modules. Get the industry lowdown! 🌍
- Year 2: Technical Excellence (Junior Paraplanner): Draft suitability reports, crunch complex financial data, and build the "why" behind smart financial advice. Aiming for that Level 4 Diploma! 📊
- Year 3: Advisory (Financial Advisory): Shadow senior experts, master relationship management, and eventually manage your own clients under supervision. The bridge to your advisor career! 🤝
What You'll Be Doing:
- Ensuring a smooth, compliant, and professional client experience. ✅
- Building your financial planning knowledge through structured learning and practical experience. 💡
- Researching markets, products, and financial data to support top-notch advice. 🔍
- Crafting technical materials and suitability reports as your paraplanning skills soar. ✍️
- Collaborating across teams to understand client outcomes. 🌐
- Shadowing senior advisors and building confidence in client interactions. 🗣️
- Owning your development plan and smashing Academy milestones towards your Level 4 Diploma and beyond! 🏆
Entry Requirements:
- At least 112 UCAS points (or equivalent) from your top three subjects. 💯
- Bonus points if one is in a relevant field like Business, Economics, Maths, Further Maths, Accountancy, or Politics. 💡
Rewards That Go Above & Beyond:
- Agile Working: Flexible hours (10 am-2 pm core) and the option to WFH up to two days a week after your initial six months of full office immersion. 🏡
- Generous Holiday: 30 days (including bank holidays) with the option to buy or sell. 🏖️
- Full Study Support: We've got your exams, tuition, study leave, and materials covered. 📚
- Recognition & Rewards: Performance bonuses and awesome employee recognition awards. 🎉
- Support System: Free, confidential 24/7 support service with unlimited counselling and virtual doctor access for you and your family. ❤️
Why MHA Rocks:
We're a top UK accountancy firm, part of a global network, but our heart is in our people. We're purpose-led, collaborative, and committed to creating an environment where everyone can thrive and be their authentic selves. We're proud to be Investors in People Gold accredited! 🥇 We champion diversity, inclusion, and belonging because better ideas come from everywhere.
Ready to Elevate Your Career?
Apply now and join a team that celebrates diversity, innovation, and *your* success! 🌟
*We are a Disability Confident employer and welcome all applications. If you need any adjustments during the recruitment process, please let us know!*
Key responsibilities
- 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.