Financial Planning Administration Supervisor

Found in: Appcast UK C2 - 1 week ago

Northampton, United Kingdom MHA Caves Wealth Full time

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.


Having recently joined forces with MHA MacIntyre Hudson 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. We offer study support, including two paid ‘study days’ per exam in addition to the normal (25 days + bank holidays) holiday entitlement, among other benefits including a health cash plan and group income protection.


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


This is a permanent role, with full time working hours Mon-Fri 08:30-17:00. The successful applicant will be based in the Northampton office.


· Responsible for the day-to-day oversight and management of the administration team

· Acting as first point of contact for queries from administrators, advisers, and other staff members

· Troubleshooting issues within the department and ensuring that these are dealt with in a timely and effective manner

· Assessing the department's workload and capacity on a daily basis, prioritising and reallocating the work as required, to provide an excellent service to the advisers and clients and ensure the department runs smoothly

· Identifying training needs and areas for continuous improvement and implementing additional training where required

· Development of internal systems and processes to maximise efficacy and efficiency of the department


The ideal candidate will have the following:


· 2 to 4+ years’ experience in an administration role within the financial services industry, ideally within an IFA

· Experience of leading or managing a team

· A good knowledge and understanding of a wide range of financial products

· Certificate in Financial Planning or an equivalent Financial Services qualification is desirable

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    2 weeks ago

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