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10,000+

People jobs in United Kingdom

Financial Planning Client Support | Preston, UK

PKF Francis Clark

Preston
Hybrid
GBP 30,000 - 40,000
7 days ago
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Group Administrator & HR Lead

Busseys

Norwich
On-site
GBP 33,000 - 36,000
7 days ago
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Traffic Signal Engineer

Yunex Limited

Normanton and Altofts
On-site
GBP 40,000 - 60,000
7 days ago
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Registered Manager Children's Home

Temploy Connection

Doncaster
On-site
GBP 30,000 - 45,000
7 days ago
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Food Service Assistant

BaxterStorey

Spennymoor
On-site
GBP 40,000 - 60,000
7 days ago
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Employment Adviser (Poole)

Seetec Business Technology Centre

Poole
On-site
GBP 26,000 - 30,000
7 days ago
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Team Leader - Children's Care Home - Greenford

Flow Recruitment

Greenford
On-site
GBP 25,000 - 30,000
7 days ago
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Cyber Security Engineer - Identity and Access Management

British Airways

City Of London
On-site
GBP 50,000 - 80,000
7 days ago
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Cyber Security Engineer - Identity and Access Management

British Airways PLC

Greater London
On-site
GBP 50,000 - 70,000
7 days ago
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Network Lean Specialist

GXO

Stafford
On-site
GBP 55,000 - 65,000
7 days ago
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Secondary Supply Teacher (QTS) - South Birmingham

Aspire People

Birmingham
On-site
GBP 40,000 - 60,000
7 days ago
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Technical Specialist (Networks/Security)

Superdry careers

Swindon
Hybrid
GBP 40,000 - 50,000
7 days ago
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Senior Administrator - School of Computer Science - 105284 - Grade 5

University of Birmingham

Birmingham
On-site
GBP 29,000 - 32,000
7 days ago
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Operations Graduate Programme - North (Compass One)

Compass Group UK

United Kingdom
Hybrid
GBP 28,000 - 34,000
7 days ago
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Care Assistant

Anchor

Billingham
On-site
GBP 20,000 - 25,000
7 days ago
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IoT Finance Business Partner

Vodafone

Newbury
Hybrid
GBP 60,000 - 80,000
7 days ago
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Warehouse Operative/Driver

AutoGlass

Leeds
On-site
GBP 10,000 - 40,000
7 days ago
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Transport First Line Manager

GXO

Greenford
On-site
GBP 33,000 - 40,000
7 days ago
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Senior Offensive Security Engineer

Experian Group

Nottingham
Remote
GBP 60,000 - 80,000
7 days ago
Be an early applicant

Speech and Language Therapist (CAMHS Inpatient)

Cygnet Group

Sheffield
On-site
GBP 31,000 - 32,000
7 days ago
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Customer Service Advisor

DX Delivery

Southampton
On-site
GBP 40,000 - 60,000
7 days ago
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Recruitment Consultant (Entry Level)

IWC Independent Worldwide Consolidators SpA

Bolton
On-site
GBP 23,000 - 28,000
7 days ago
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Creative Support Recruitment Specialist (Architecture/Interior Design)

THE CROWD

Greater London
Hybrid
GBP 30,000 - 40,000
7 days ago
Be an early applicant

Community Engagement Coordinator

Manchester United

Manchester
On-site
GBP 30,000 - 45,000
7 days ago
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Outreach Student and Family Engagement Team Mentor

Inclusive Education Trust (IET)

Guildford
On-site
GBP 25,000 - 35,000
7 days ago
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Chief People Officer jobs
Financial Planning Client Support
PKF Francis Clark
Preston
Hybrid
GBP 30,000 - 40,000
Full time
8 days ago

Job summary

A leading UK accountancy firm seeks a Client Support Administrator to provide exceptional support within the Financial Planning team in Preston. You'll manage client relationships, tackle complex challenges, and collaborate with team members to ensure outstanding service delivery. The ideal candidate has strong communication skills, attention to detail, and a proactive approach. This role offers a competitive salary, flexible working hours, and various employee benefits to support your professional growth and well-being.

Benefits

Flexible working hours
25 days holiday plus bank holidays
Employee Assistance Programme

Qualifications

  • Ability to deliver first class client service.
  • Confidence to seek guidance for complex cases.
  • Experience in a professional financial services firm is desirable.

Responsibilities

  • Action specific Client Support Team tasks.
  • Support team with projects and ensure processes are followed.
  • Be a point of contact for clients and colleagues.
  • Manage the consultant diary to ensure effective use of time.
  • Work closely with technical support to gather accurate information.

Skills

Excellent communication skills
Attention to detail
Proactive and positive approach
Ability to prioritise workload effectively
Technical ability

Tools

Microsoft Office suite
Iress XPLAN
Job description
Financial Planning Client SupportLocation: Preston

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 a talented 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.

Responsibilities
  • Action specific Client Support Team tasks, which may vary from time to time
  • Support team with projects
  • Ensure that processes are being followed
  • Working closely with fellow team members to deliver outstanding client support
  • 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
  • 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
  • Keep up to date with legislative / regulatory changes / CPD
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
Desirable Attributes
  • Experience of using Iress XPLAN and provider platforms
  • Previous experience of working within a professional financial services firm
  • Previous experience of working within a strong compliance culture
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!

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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