Trainee Financial Planning Administrator

About the role

This full‑time trainee position offers an entry point into financial planning administration within MHA's Wealth team. No prior experience is required – the focus is on learning, development and building strong client relationships while supporting senior consultants.

Key responsibilities

• Act as the first point of contact for clients, colleagues and external stakeholders.
• Perform a variety of administration tasks that may change over time.
• Ensure compliance with regulatory requirements and internal processes.
• Assist in managing the consultant diary to optimise time utilisation.
• Take ownership of identified projects and drive them to completion.
• Troubleshoot issues within the Client Support Team, implementing solutions and escalating when necessary.
• Collaborate with technical support to gather accurate information for case preparation.
• Stay up‑to‑date with legislative and regulatory changes and complete CPD activities.
• Contribute ideas for continuous improvement and meet personal objectives on schedule.

Required profile

• Ability to deliver first‑class client service.
• Proactive, positive attitude with initiative.
• Strong attention to detail.
• Excellent communication skills.
• Effective workload prioritisation.
• Confidence to seek guidance on complex or non‑compliant cases.

Required skills

• Advanced experience using the full Microsoft Office suite.

What we offer

• Agile working: core hours 10 am‑2 pm plus two home‑working days.
• 25 days holiday plus bank holidays, with the option to buy or sell up to 5 days.
• Professional development, training and CPD support.