Financial Planning Client Support

MHA MacIntyre Hudson

  • Preston
  • Permanent
  • Full-time
  • 21 days ago
Senior Financial Planning AdministratorNorthampton or PrestonAre you ready to bring your Financial Planning administration expertise to a role where your skills and unique perspective can make a lasting impact?What Sets Us ApartAt MHA, we're about people first - our people, our clients, and the communities we serve. As one of the UK's top 15 accountancy firms and a proud member of Baker Tilly International, the 8th largest network in the world, we are a hub of global knowledge with a strong local commitment.Our people-focused approach truly sets us apart. Here, you won't just be another face in the firm; you'll be part of an ambitious, driven team dedicated to continuous learning and growth. We invest in our people because they are the foundation of our success. With access to unparalleled resources and award-winning development programmes, you'll have the freedom to shape your career while making a meaningful impact. We take immense pride in being awarded gold for Investors in People. This recognition reflects our deep commitment to nurturing talent and ensuring every individual feels valued and supported.Here, You'll Go Beyond NumbersWe're looking for a talented Financial Planning Administrator who thrives in a dynamic environment and embraces the chance to tackle complex challenges. At MHA, you'll be surrounded by passionate professionals who are dedicated to making a difference. Your work in Wealth Management will go beyond the numbers - it's about building meaningful relationships, understanding the businesses, navigating risks, and delivering insights that drive real results.Job Purpose:To contribute to the department's strategic objectives by providing excellent support, in a compliant manner, to enable us to deliver a first-class service to clients, in our quest to be the firm of choice. To support one another, in a professional, flexible and positive way, working together to achieve departmental and firm-wide success using our combined knowledge, enthusiasm and initiative to be the best we can be.Key Responsibilities:
  • Work closely with the consultants to enable them to focus on the delivery of advice to clients, and anticipating and supplying what they or the client may need
  • Provide 'subject matter expert' input as appropriate and when requested, and provide appropriate training, direction and support for others where needed
  • Be a point of contact for clients, colleagues and external links
  • Be the link between clients, consultants, colleagues and CRMs so they are all in the loop
  • Help to manage the consultant diary to help ensure the most effective use of their time
  • Communications with clients, as appropriate, ensure that they are accurate and are fit for purpose
  • Deal with all aspects of the new business process and ongoing servicing of clients' plans, liaising with colleagues in other service lines and product providers as appropriate
  • Work closely with technical support to gather accurate information required for prepping / planning cases
  • Adhering to regulatory requirements, compliance procedures, departmental and firm-wide processes
  • Ensuring a complete and accurate audit trail is always maintained
  • Taking ownership to keep up to date with legislative / regulatory changes / CPD
  • Proactively get involved and contribute ideas as part of continuous improvement. Support and embrace necessary changes. Share best practice and knowledge
  • Ensure agreed personal objectives are achieved on a timely basis
  • Take ownership for identified projects
  • Ability to deliver first class client service
  • A proactive and positive approach and the ability to take the initiative
  • Attention to detail
  • Excellent communication skills
  • Ability to prioritise workload effectively
  • Confidence to seek guidance or refer complex/unusual/non-compliant cases to the Operations or Compliance Manager
  • An appreciation and understanding of how other roles within the department are inter-dependent
  • Advanced experience using the full Microsoft Office suite
Essential Attributes:
  • Previous experience of working within a Wealth Management administration role.
Desirable Attributes:
  • Experience of using Iress Adviser Office or XPlan and provider platforms
Rewards That ResonateYou're more than a number to us; you're an individual with unique talents and aspirations. Our benefits are designed to support your well-being, foster your professional growth, and recognise your contributions.33 days holiday Inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)Competitive salary packageEmployee recognition awards: Outstanding Performance Award Bonus and other recognition initiatives.New and improved programme for succession planning and supportive management structure to help you realise your potentialEmployee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counseling sessions and virtual doctors available for you and your family.And lots more!Are You Ready to Elevate Your Career?Apply now and be part of a team that celebrates diversity, champions innovation, and prioritises your success!Our application form takes just a few minutes to complete and includes some diversity questions. MHA is a committed member of Access Accountancy and as such, we track our diversity stats and actively work to improve on these, year on year, looking at new ways to promote our roles to the widest audience. Any data collected is fully anonymised before sharing with any external parties, as per our Data Protection Policy and is not visible to hiring managers, or used in any way during the selection process.Req ID: 2110

MHA MacIntyre Hudson