Trainee IFA / Financial Planning Administrator 1

Trainee Client Support Administrator

Location: Preston - office-based until after 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.

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 Trainee 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.

This is what the role will look like once fully trained:

• 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

• Ensure that processes are being followed

• 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 always maintained

• 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 achieved on a timely basis

• Provide 'subject matter expert's 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

• 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
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.

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!

MHA

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Trainee IFA / Financial Planning Administrator 1 | Preston, UK