Financial Planning Apprentice: Path to Chartered Advisor

MHA is seeking a Financial Planning Apprentice for a three-year structured program leading to a permanent role as a Financial Advisor. You’ll engage in client service, paraplanning, and advisory tasks while working towards the CII Level 4 Diploma in Regulated Financial Planning.

This apprenticeship offers a clear roadmap for professional development, alongside mentorship, flexible working, and 30 days of annual leave. Ideal candidates are proactive with a strong academic background and genuine interest in financial planning.

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