Trainee Financial Planning Administrator

Are you ready to bring your expertise to a role where your skills and unique perspective can make a lasting impact?This is a unique opportunity to join the MHA Wealth team as a Trainee Financial Planning Administrator. No previous experience is required but the desire to learn, develop and grow within the financial advisory team is.Here, You''ll Go Beyond Numbers We''re looking for an individual who thrives in a dynamic environment and embraces the chance to tackle complex challenges. At MHA, you''ll be surrounded by passionate professionals who are dedicated to making a difference. Your work in Financial Planning will go beyond the numbers - it''s about building meaningful client relationships, understanding their businesses, navigating risks, and delivering insights that drive real results.With our support in helping you to become fully trained, this is what the role will include:Be a point of contact for clients, colleagues and external stakeholdersResponsible for specific Administration tasks, which may vary from time to timeAdhering to regulatory requirements, compliance procedures, departmental and firm-wide processesHelp to manage the consultant diary to help ensure the most effective use of their timeTake ownership for identified projectsTroubleshoot issues within the Client Support Team, finding solutions and implementing them, seeking support from senior management where appropriateWork closely with technical support to gather accurate information required for ..... full job details .....