Senior Financial Planning Administrator

MHA; Northampton; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

33 days holiday

Competitive salary package

Employee recognition awards

Access to counseling services

Succession planning program

Job summary

A leading accountancy firm in Northampton is seeking a Financial Planning Administrator to support consultants and ensure exceptional client service. The role involves managing data, supporting compliance, and improving processes. Candidates should have experience in Wealth Management administration and be proficient in Microsoft Office. This firm values professional growth and has a robust rewards program including 33 days of holiday, competitive salary, and employee assistance programs.

Qualifications

• Experience working within a Wealth Management administration role.
• Advanced experience using the full Microsoft Office suite.
• Ability to deliver first class client service.

Responsibilities

• Provide support to consultants to focus on client advising.
• Manage consultant diary for effective time usage.
• Maintain compliance with regulatory requirements.
• Deal with all aspects of the new business process.
• Proactively contribute to continuous improvement initiatives.

Skills

Client communication

Proactive problem solving

Time management

Microsoft Office suite

Wealth Management administration experience

Knowledge of Iress Adviser Office/XPlan

Job description

Overview

Are you ready to bring your Financial Planning administration expertise to a role where your skills and unique perspective can make a lasting impact?

At MHA, we’re about people first – our people, our clients, and the communities we serve. We are one of the UK’s top 15 accountancy firms and a member of Baker Tilly International, aiming to provide global knowledge with strong local commitment.

Here, you’ll be part of an ambitious, driven team dedicated to continuous learning and growth. We invest in our people and offer resources and development programmes to shape your career while making a meaningful impact. We are proud to be recognised with Investors in People Gold.

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. Your work in Wealth Management will involve building relationships, understanding 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 anticipate and supply what they or the client may need
• Provide subject matter input as appropriate and when requested, and provide 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 ensure the most effective use of their time
• Communications with clients, as appropriate, ensure that they are accurate and 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
• Adhere to regulatory requirements, compliance procedures, departmental and firm-wide processes
• Ensure a complete and accurate audit trail is always maintained
• Take 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
• 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
• Previous experience of working within a Wealth Management administration role
• 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!

Location: Milton Keynes, England, United Kingdom