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Graduate Financial Planning Associate - Apprentice

Macon Financial Planning Limited · Herald Drive · posted 2 September 2026

Wage
£21,000 a year
Hours
37.5 hours a week
Duration
1 Year
Level
Advanced (Level 3)
Standard
Financial services administrator (level 3)
Starts
5 October 2026
Closing date
18 September 2026
Positions
2

Apply on the official government service →No Apprentice League account needed — we never gate applications.

Initially, your role will involve supporting our advisers and paraplanning team with

  • Preparing client documentation and reports
  • Managing client communications
  • Liaising with providers and third parties
  • Supporting the administration of investments, pensions and protection policies
  • Maintaining accurate client records
    • Assisting with research and technical analysis

As your knowledge and experience develop, you will gain exposure to:

  • Financial planning research
  • Cashflow modelling
  • Report writing and suitability work
  • Client meeting preparation
  • Technical paraplanning duties
  • Adviser support and eventually client-facing responsibilities

Where it leads

As you progress and grow with the business there is the potential to become a Financial Adviser in the future. This will include full support for further professional qualifications along the way.

  • Development pathway:
  • Starting in client and administration support,
  • Progressing into paraplanning and technical work, providing a route into becoming a Financial Adviser.

 

About Macon Financial Planning Limited

Macon provide trusted financial planning advice, helping individuals and businesses make confident decisions about their financial future. Their mission is to be “all together better” for their customers by delivering a tailored experience that reflects every circumstance and wealth management need. Through our wealth management services, Macon help their customers to avoid impulsive decision‑making during periods of growth or downturn, minimise tax obligations, and maximising wealth for future generations — always with the customer firmly in the driving seat.
 

Things to consider

Maths and English GCSE minimum requirements are 5 and above for this role.

Skills they're looking for

Communication skillsIT skillsAttention to detailOrganisation skillsCustomer care skillsAdministrative skillsAnalytical skillsTeam workingHonest and professionalEager to learnIndustry interest

Entry requirements

  • GCSE 5 subjects (grade 4 or above) — essential

Where you'll work

  • UNIT 7-9, MACON COURT, HERALD DRIVE, CREWE, CW1 6EA

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