Trainee Financial Planning Administrator

Are you ready to bring your expertise to a role where your skills and unique perspective can make a lasting impact? This is a unique opportunity to join the MHA Wealth team as a Trainee Financial Planning Administrator. No previous experience is required but the desire to learn, develop and grow within the financial advisory team is. Here, You’ll Go Beyond Numbers We’re looking for an individual 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. With our support in helping you to become fully trained, this is what the role will include: • Be a point of contact for clients, colleagues and external stakeholders • Responsible for specific Administration tasks, which may vary from time to time • 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 • Take ownership for identified projects • Troubleshoot issues within the Client Support Team, finding solutions and implementing them, seeking support from senior management where appropriate • Work closely with technical support to gather accurate information required for preparing and planning cases • Taking ownership to keep up to date with legislative / regulatory changes / CPD • Proactively get involved and contribute ideas as part of continuous improvement. • Ensure agreed personal objectives are achieved on a timely basis 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 • Confidence to seek guidance or refer complex/unusual/non-compliant cases to the Operations or Compliance Manager • Advanced experience using the full Microsoft Office suite 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 counselling 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!