Financial Planning Administrator

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, 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 the MHA network 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.

  • 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.
  • Ideally candidates will have prior experience in financial services, though we would consider candidates with general administration experience.
  • However, 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.

To apply for this job email your details to lmcafee@mhacaves.co.uk.