IFA Administrator: Flexible, Client-Facing Finance Support

MHA; Preston; Hybrid; GBP 25.000 - 35.000; Vollzeit

Benefits dieser Stelle

Flexible working hours

25 days holiday plus bank holidays

Competitive salary package

Employee recognition awards

Succession planning programme

Employee Assistance Programme

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Client service

Workload prioritization

Microsoft Office proficiency

High volume administrative experience

Jobbeschreibung

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.