IFA Administrator

MHA; Preston; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Flexible working hours

25 days holiday plus bank holidays

Competitive salary package

Employee recognition awards

Succession planning programme

Employee Assistance Programme

Job summary

MHA seeks an Experienced Administrator to join their Financial Planning team in Preston, UK. In this dynamic role, you will support administrative tasks, maintain client relationships, and ensure compliance with regulations. This position emphasizes your impact on clients' financial outcomes.

We offer a competitive salary, flexible working hours, and extensive employee benefits including recognition awards, a supportive management structure, and a comprehensive Employee Assistance Programme.

Qualifications

• Ability to deliver first class client service.
• Ability to prioritize workload effectively.
• Advanced experience using the full Microsoft Office suite.
• Previous high volume administrative experience.

Responsibilities

• Responsible for specific administrative tasks.
• Ensure that processes are being followed.
• Be a point of contact for clients and colleagues.
• Adhere to regulatory requirements and compliance procedures.
• Help manage the consultant diary effectively.
• Maintain a complete and accurate audit trail.
• Work closely with technical support to gather accurate information.
• Ensure personal objectives are progressed on time.

Skills

Client service

Workload prioritization

Microsoft Office proficiency

High volume administrative experience

Job description

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 an Experienced Administrator to join our Financial Planning team. Someone 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.

• Responsible for specific administrative tasks, which may vary from time to time
• 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 maintained at all times
• Work closely with technical support to gather accurate information required for preparing and planning cases
• Ensure agreed personal objectives are progressed on a timely basis

What We’re Looking For

• Ability to deliver first class client service
• Ability to prioritise workload effectively
• Advanced experience using the full Microsoft Office suite
• Previous high volume administrative experience

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 lot’s 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!