Financial Planning Administrator

ZipRecruiter; Northampton; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a talented Financial Planning Administrator to join their dynamic team in Northampton. This role offers the opportunity to make a meaningful impact by building client relationships and navigating complex financial challenges. You'll thrive in a supportive environment that prioritizes professional growth and well-being, with flexible working options and a commitment to staff development. If you are diligent, analytical, and possess excellent communication skills, this is the perfect opportunity to elevate your career and contribute to a team dedicated to excellence.

Benefits

Agile Working

33 Days Holiday

Employee Recognition Awards

Employee Assistance Programme

Flexible Working Hours

Succession Planning Programme

Qualifications

• Previous administration experience in Financial or Professional Services.
• Diligent and analytical with excellent attention to detail.

Responsibilities

• Contacting providers for information on existing plans.
• Submitting and processing new business applications.
• Corresponding with clients and maintaining records.

Skills

Analytical Skills

Communication Skills

Organizational Skills

Time Management

IT Skills (Microsoft Word, Excel, Outlook)

Education

Experience in Financial or Professional Services

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Job Description

Financial Planning Administrator

Northampton

Competitive salary, negotiable depending on your experience and expertise.

Are you ready to bring your wealth management expertise to a role where your skills and unique perspective can make a lasting impact?

What Sets Us Apart

At MHA, people come first – our people, our clients, and the communities we serve. As one of the UK’s top 15 accountancy firms and a member of Baker Tilly International, the 9th largest global network, we blend international expertise with strong local commitment. Our collaborative approach and dedication to excellence make us a trusted partner for individuals and businesses alike.

MHA Wealth is the wealth management division of MH, providing holistic financial planning to a diverse range of clients, including those with complex needs. Our team of highly qualified financial planners and investment managers offer deep expertise in areas such as later life planning, corporate benefits, SSAS, and NHS and public sector pensions. We take pride in delivering a tailored service that fosters lasting client relationships.

What truly sets us apart is our people-focused ethos. At MHA Wealth, you won’t just be another face; you’ll be part of an ambitious, driven team committed to continuous learning and growth.

Our strong track record of staff development and career progression speaks for itself, with ongoing opportunities to advance within our expanding business. We invest in our people because they are the foundation of our success, offering award-winning training and a supportive, collaborative environment.

Proudly awarded gold for Investors in People, we are dedicated to nurturing talent and ensuring every individual feels valued and supported. If you're ready to join a firm that prioritises both professional excellence and personal fulfilment, MHA Wealth is the place for you.

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 Wealth, you’ll be surrounded by passionate professionals who are dedicated to making a difference. Your work in Wealth will go beyond the numbers – it’s about building meaningful client relationships, understanding their businesses, navigating risks, and delivering insights that drive real results.

The main duties of the role include:

Contacting providers to obtain information on existing plans

Submitting/processing new business applications

Obtaining plan valuations

Corresponding with clients, ensuring client records are kept up to date

Other general administrative duties

What We’re Looking For

Previous administration experience gained from either Financial or Professional Services.

Diligent, analytical, with a good eye for detail.

Excellent written and verbal communication skills.

Good organisational and time management skills.

Ability to multi-task and work both individually and as part of a team.

Excellent IT skills, including use of Microsoft Word, Excel and Outlook.

We believe that finding the right person for the role goes beyond qualifications and experience – we are looking for someone who will fit in with our team and have a positive impact on the firm

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.
• 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 , champions innovation, and prioritises your success!