Financial Planning Administrator

Financial Planning Administrator

Northampton – Hybrid after probation period

Monday – Friday 8:30-17:00

Established in 1906, MHA Caves Wealth is a fully independent integrated financial advice, investment management, and stockbroking firm, and the wealth management division of MHA MacIntyre Hudson, one of the UK’s leading accountancy, tax, and business advice groups.

We advise on pensions, investments (including onshore and offshore bonds, ISAs, and structured products), protection, and tax planning (including trusts, BR, EIS, and VCTs). We also offer our own model portfolio solution and bespoke discretionary management services, through a team of in-house Investment Managers. Our clients include charities, trusts, and companies, in addition to private clients and their families. We pride ourselves on providing a personal, tailored service and building longstanding relationships with our clients.

Our client base is expanding rapidly and so is our team. Our expansion offers opportunity for progression within the firm, which is something that has always been important to us. We have a strong track record of encouraging staff development and supporting progression.

MHA Caves Wealth offers a friendly and supportive working environment and the Company’s track record of long-term staff retention speaks for itself.

The main duties of the role include:

Contacting providers to obtain information on existing plans, submitting/processing new business applications, obtaining plan valuations, corresponding with clients, ensuring client records are kept up to date, and other general administrative duties.

The successful candidate will have the following skills/experience:

Previous administration experience gained from either Financial or Professional Services.

Diligent, analytical, with a good eye for detail.

Excellent written and verbal communication skills.

Good organisational and time management skills.

Ability to multi-task and work both individually and as part of a team.

Excellent IT skills, including use of Microsoft Word, Excel and Outlook.

We believe that finding the right person for the role goes beyond qualifications and experience – we are looking for someone who will fit in with our team and have a positive impact on the firm.

What MHA Caves Wealth has to offer:

25 days holiday plus bank holidays

Pension scheme with 5% employer contribution

Career progression opportunities

Two paid study leave days per exam and study support

Flexible/hybrid working (following successful probationary period)

Company socials/events

Health and wellbeing support

Cash plan

Income Protection

Salary will, of course, be dependent upon experience and qualifications.