Financial Planning Administration Supervisor

Found in: Jooble UK C2 - 2 weeks ago


Northampton Northamptonshire, 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). 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.

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
· Identifying training needs and areas for continuous improvement and implementing additional training where required
· 2 to 4+ years’ experience in an administration role within the financial services industry, ideally within an IFA
· 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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