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For Companies At a Glance
- Tasks: Support clients and team members in delivering exceptional financial planning services.
- Company: Join one of the UK's top 15 accountancy firms with a people-first culture.
- Benefits: Flexible working hours, competitive salary, 25 days holiday, and employee recognition awards.
- Why this job: Make a real impact by building meaningful client relationships and tackling complex challenges.
- Qualifications: Strong communication skills, attention to detail, and experience with Microsoft Office.
- Other info: Dynamic environment with excellent career growth opportunities and supportive management.
The predicted salary is between 36000 - 60000 £ per year.
Location: Preston
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?
What Sets Us Apart
At 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 9th 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 Numbers
We’re looking for a talented Client Support 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 Financial Planning will go beyond the numbers – it’s about building meaningful client relationships, understanding their businesses, navigating risks, and delivering insights that drive real results.
- Action specific Client Support Team tasks, which may vary from time to time
- Support team with projects
- Ensure that processes are being followed
- Working closely with fellow team members to deliver outstanding client support
- 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 technical support to gather accurate information required for preparing and planning cases
- Keep up to date with legislative / regulatory changes / CPD
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
- Excellent communication skills
- Ability to prioritise workload effectively
- Adequate technical ability to provide assistance to other members of the team
- 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-dependant
- Advanced experience using the full Microsoft Office suite
Desirable Attributes
- Experience of using Iress XPLAN and provider platforms
- Previous experience of working within a professional financial services firm
- Previous experience of working within a strong compliance culture
Rewards That Resonate
- Agile Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly.
- 25 days holiday plus 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 package
- Employee 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 potential
- Employee 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!
Financial Planning Client Support - Preston employer: MHA
Contact Detail:
MHA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Client Support - Preston
✨Tip Number 1
Network like a pro! Reach out to current employees at MHA on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by understanding MHA's values and how they prioritise people. Think of examples from your past experiences that showcase your client service skills and proactive approach.
✨Tip Number 3
Show off your tech skills! Familiarise yourself with Microsoft Office and any relevant platforms like Iress XPLAN. Being able to demonstrate your technical ability can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the MHA team.
We think you need these skills to ace Financial Planning Client Support - Preston
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planning Client Support role. Highlight your relevant experience and skills that align with what we’re looking for, like client service and attention to detail.
Showcase Your Communication Skills: Since excellent communication is key in this role, don’t shy away from demonstrating your ability to convey information clearly. Use examples in your application that showcase how you’ve effectively communicated with clients or colleagues in the past.
Be Proactive and Positive: We love a proactive attitude! In your application, share instances where you took the initiative to solve problems or improve processes. This will show us that you’re ready to tackle challenges head-on.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at MHA
✨Know Your Numbers
Make sure you brush up on your financial knowledge and understand the key concepts related to financial planning. Be ready to discuss how you can help clients navigate risks and deliver insights that drive results.
✨Showcase Your People Skills
Since this role is all about building meaningful client relationships, prepare examples of how you've successfully interacted with clients or colleagues in the past. Highlight your communication skills and your proactive approach to problem-solving.
✨Demonstrate Attention to Detail
In a role that requires adherence to compliance procedures and maintaining accurate audit trails, be prepared to discuss how you ensure accuracy in your work. Bring examples of how you've managed complex tasks while keeping an eye on the details.
✨Familiarise Yourself with Tools
If you have experience with Iress XPLAN or similar platforms, make sure to mention it. If not, take some time to learn about these tools and how they can enhance client support. Showing that you're tech-savvy will definitely impress them!
