Financial Planning Administrator

10 hours ago


Northampton, United Kingdom MHA Caves Wealth Full time

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.



  • Northampton, United Kingdom Recruit UK Full time

    **Job Title**: Financial Planning Administrator **Industry**:Wealth Management **Location**:Northampton **Salary**: £25,000 - £28,000 (negotiable depending on experience) **Job Reference**:5800 Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join a well-established wealth management firm in Northampton. The...


  • Northampton, United Kingdom MHA Caves Wealth Full time

    Job Description 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...


  • Northampton, United Kingdom MHA Caves Wealth Full time

    Financial Planning Administrator Northampton – Hybrid after probation periodMonday – Friday 8:30-17:00Established 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...


  • Northampton, United Kingdom MHA Caves Wealth Full time

    Financial Planning Administrator Northampton – Hybrid after probation periodMonday – Friday 8:30-17:00Established 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...


  • Northampton, UK, Northamptonshire, United Kingdom MHA Caves Wealth Full time

    Financial Planning Administrator Northampton – Hybrid after probation periodMonday – Friday 8:30-17:00Established 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...


  • Northampton, United Kingdom MHA Caves Wealth Full time

    Job OverviewMHA Caves Wealth is a fully independent integrated financial advice, investment management, and stockbroking firm. We are seeking an experienced Financial Planning Administrator to join our team in Northampton.


  • Northampton, United Kingdom Recruit UK Full time

    Recruit UK is working with a leading wealth management firm on an exciting new opportunity in their Northampton office. They are a leading Chartered Financial Planning firm in the industry and have a focus on financial advice, particularly in relation to Investment, Tax Planning and Pensions. Our client is looking for a bright and conscientious Office...


  • Northampton, United Kingdom Four Talent Full time

    We are working with a highly customer focused business in the Financial Services industry, based in Northampton and we are looking for someone to join their friendly and supportive team as they continue their mission to provide exceptional customer experiences. As an experienced Finance Administrator, you will take pride in ensuring accuracy of financial...


  • Northampton, United Kingdom CleverHR Full time

    **Financial Adviser Administrator, Northampton** **Salary £28,000p.a to £32,000p.a. depending on experience + benefits** We are delighted to be working with this well established Chartered firm of financial planners who now have an opportunity for an Administrator to join the business. Long term career progression available within the...


  • Northampton, United Kingdom Jackson Grundy Full time

    Join the dynamic team at Jackson Grundy Estate Agents Financial Services Department! As a trusted partner in finance, we offer personalised solutions for clients' diverse needs. With our decades of experience and commitment to excellence, you'll have the opportunity to make a real impact while growing your career in the exciting world of finance & mortgages....


  • Northampton, United Kingdom Jackson Grundy Full time

    Join the dynamic team at Jackson Grundy Estate Agents Financial Services Department! As a trusted partner in finance, we offer personalised solutions for clients' diverse needs. With our decades of experience and commitment to excellence, you'll have the opportunity to make a real impact while growing your career in the exciting world of finance & mortgages....


  • Northampton, Northamptonshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Northampton, UK.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets.Monitor and manage cash flow to ensure financial stability.Oversee month-end and year-end...


  • Northampton, Northamptonshire, United Kingdom TC Group Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at TC Group. As a key member of our financial services team, you will be responsible for providing expert financial advice to our clients, helping them achieve their long-term goals and objectives.Your primary focus will be on delivering high-quality financial...


  • Northampton, United Kingdom CV-Library Full time

    Huntswood is looking for administrators with financial services experience to join an exciting project for a leading retail bank. If you have a great admin skill, financial services experience and looking for a new challenge then we have a great role for you. As an Administrator you will be dealing with instructions from government entities and actioning...


  • Northampton, Northamptonshire, United Kingdom Network Rail Full time

    About the Opportunity:We are seeking a highly skilled Planning and Administration Coordinator to join our team at Network Rail. In this role, you will develop and implement work plans, provide administrative support, and represent Section Managers at planning meetings.The ideal candidate will have excellent planning skills, be able to accurately update...


  • Northampton, United Kingdom GXO Logistics Full time

    Are you a natural problem solver with excellent organisation skills & ideally come from a transport operations background? Then we would love to hear from you! Here at GXO Logistics, we’re recruiting for a **Transport Planning Administrator** to provide exceptional support to our Transport Planning team for our Clicklink contract. You will be responsible...


  • Northampton, Northamptonshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Financial Planning Specialist to join our team in Northampton. The successful candidate will work closely with our experienced financial advisers to provide a comprehensive wealth management solution to clients.The ideal candidate will have a minimum of 2 years' experience in a paraplanning role, preparing Annual Reviews and...


  • Northampton, Northamptonshire, United Kingdom Travail Employment Group Full time

    The Travail Employment Group is currently seeking a Financial Planning Manager to join their successful team.The ideal candidate will have a strong background in taxation and be able to provide strategic guidance to the company.This is a fantastic opportunity for a Senior Accountant looking to take the next step in their career, with a basic salary open to...


  • Northampton, Northamptonshire, United Kingdom ACS Staffing Solutions Full time

    We are seeking a highly skilled Financial Administrator to join our outsourced bookkeeping department. As a key member of our team, you will be responsible for providing exceptional service to our clients, covering all aspects of bookkeeping, management accounts, and VAT returns.Key Responsibilities:Oversee day-to-day accounting functions, including balance...


  • Northampton, Northamptonshire, United Kingdom Blakemore Recruitment Full time

    We are currently seeking an experienced Financial Planning Assistant to join our team in Northhampton. As a key member of our practice, you will work closely with our financial advisers to provide a comprehensive wealth management solution.Our company offers an integrated financial and tax advice service, combining the expertise of experienced financial...