At a Glance
- Tasks: Support clients and manage projects in a dynamic financial advisory team.
- Company: Join MHA Wealth, a forward-thinking financial advisory firm.
- Benefits: Competitive salary, hybrid work model, and opportunities for growth.
- Other info: Collaborative environment with a focus on continuous improvement and personal development.
- Why this job: Make a real impact while learning and developing your skills in finance.
- Qualifications: No experience needed, just a passion for learning and client service.
The predicted salary is between 25000 - 32000 £ per year.
Location: Preston-office-based until probation, then hybrid. Competitive salary, negotiable depending on your experience and expertise.
Are you ready to bring your expertise to a role where your skills and unique perspective can make a lasting impact? This is a unique opportunity to join the MHA Wealth team as a Trainee Client Support Administrator. No previous experience is required but the desire to learn, develop and grow within the financial advisory team is.
Here, You’ll Go Beyond Numbers
- Responsible for specific Client Support Team tasks, which may vary from time to time.
- Take ownership for identified projects.
- Troubleshoot issues within the Client Support Team, finding solutions and implementing them, seeking support from senior management where appropriate.
- Working closely with other Senior Client Support to lead the delivery of the Client Support Team function.
- Ensure that processes are being followed.
- Working closely with fellow team members to lead the delivery of the Client Support Team function to the standard required, holding each other accountable for respective responsibilities as appropriate.
- Be a point of contact for clients, colleagues and external stakeholders.
- Adhering to regulatory requirements, compliance procedures, departmental and firm-wide processes.
- Help to manage the consultant diary to help ensure the most effective use of their time.
- Ensuring a complete and accurate audit trail is maintained at all times.
- 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 preparing and planning cases.
- 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 progressed on a timely basis.
- Provide ‘subject matter expert’ input as appropriate and when requested, and provide appropriate training, direction and support for others where needed.
What We’re Looking For
- Ability to deliver first class client service.
- A proactive and positive approach and the ability to take the initiative.
- Attention to detail.
Trainee IFA / Financial Planning Administrator - Preston employer: Access Accountancy
MHA Wealth is an exceptional employer that fosters a supportive and collaborative work culture, ideal for those looking to kickstart their career in financial planning. With a focus on employee growth, we offer comprehensive training and development opportunities, ensuring you can thrive in your role while enjoying the flexibility of a hybrid working model post-probation. Join us in Preston, where your contributions will be valued, and you'll have the chance to make a meaningful impact within our dedicated team.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee IFA / Financial Planning Administrator - Preston
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Access Accountancy. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee IFA / Financial Planning Administrator - Preston
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Access Accountancy.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Access Accountancy
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Access Accountancy.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Access Accountancy.
