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For Companies At a Glance
- Tasks: Support financial consultants and manage client communications in a dynamic environment.
- Company: Join MHA, a top UK accountancy firm with a global network and a people-first approach.
- Benefits: Enjoy 33 days holiday, competitive salary, and access to a 24-hour support service.
- Why this job: Make a meaningful impact while growing your career in a supportive and innovative team.
- Qualifications: Previous experience in Wealth Management administration is essential; familiarity with Iress or XPlan is a plus.
- Other info: Be part of a gold-awarded Investors in People firm that values continuous learning.
The predicted salary is between 36000 - 60000 £ per year.
Senior Financial Planning Administrator
Northampton or Preston
Are 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 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 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 Numbers
We’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 Resonate
You’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 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!
Senior Financial Planning Administrator employer: MHA
Contact Detail:
MHA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the specific tools and software mentioned in the job description, such as Iress Adviser Office or XPlan. Having hands-on experience or even completing a short course on these platforms can give you an edge over other candidates.
✨Tip Number 2
Network with current or former employees of MHA to gain insights into the company culture and expectations for the Senior Financial Planning Administrator role. This can help you tailor your approach and demonstrate your genuine interest in the firm during interviews.
✨Tip Number 3
Stay updated on the latest regulatory changes and compliance procedures relevant to wealth management. Being knowledgeable about current trends will not only boost your confidence but also show your commitment to continuous improvement, which is highly valued by MHA.
✨Tip Number 4
Prepare to discuss how you can contribute to the firm's strategic objectives and client service excellence. Think of specific examples from your past experiences where you've successfully supported consultants or improved processes, as this aligns with the key responsibilities of the role.
We think you need these skills to ace Senior Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning administration. Use keywords from the job description, such as 'Wealth Management', 'client service', and 'compliance procedures' to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of MHA's people-focused approach. Mention specific examples of how you've contributed to team success in previous roles.
Highlight Relevant Skills: Emphasise skills that align with the job requirements, such as attention to detail, excellent communication, and the ability to prioritise workload. Provide concrete examples of how you've used these skills in past positions.
Show Enthusiasm for Continuous Learning: Express your commitment to professional development and staying updated with industry changes. Mention any relevant training or certifications you have completed, and how they will benefit your role at MHA.
How to prepare for a job interview at MHA
✨Understand the Company Culture
Before your interview, take some time to research MHA's people-focused approach. Familiarise yourself with their values and how they prioritise employee development. This will help you align your answers with what they value most.
✨Showcase Your Financial Planning Expertise
Be prepared to discuss your previous experience in Wealth Management administration. Highlight specific examples where you've successfully supported consultants or managed client relationships, demonstrating your ability to contribute to their strategic objectives.
✨Emphasise Communication Skills
Since the role involves being a point of contact for clients and colleagues, showcase your excellent communication skills. Prepare examples of how you've effectively communicated complex information in the past, ensuring clarity and understanding.
✨Demonstrate Proactivity and Initiative
MHA values a proactive approach, so be ready to discuss instances where you've taken the initiative to improve processes or support your team. Share ideas on how you can contribute to continuous improvement within the department.
