Job Overview
We're looking for a talented Senior Client Support Administrator who thrives in a dynamic environment and embraces the chance to tackle complex challenges. At MHA, you’ll be surrounded by passionate professionals 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.
Responsibilities
* Responsible for specific Client Support Team tasks, which may vary from time to time
* Take ownership of identified projects
* Troubleshoot issues within the Client Support Team, find solutions and implement them, seeking support from senior management where appropriate
* Work closely with other Senior Client Support to lead the delivery of the Client Support Team function
* Ensure that processes are being followed
* Be a point of contact for clients, colleagues and external stakeholders
* Adhere to regulatory requirements, compliance procedures, departmental and firm-wide processes
* Help manage the consultant diary to ensure the most effective use of their time
* Maintain a complete and accurate audit trail
* Deal with all aspects of the new business process and ongoing servicing of clients’ plans, liaising with colleagues in other service lines and product providers as appropriate
* Work closely with technical support to gather accurate information required for preparing and planning cases
* Keep up to date with legislative / regulatory changes / CPD
* Proactively get involved and contribute ideas as part of continuous improvement; support and embrace necessary changes; share best practice and knowledge
* Ensure agreed personal objectives are progressed on a timely basis
* Provide subject matter expert input as appropriate and provide appropriate training, direction and support for others where needed
Qualifications & Experience
* A proactive and positive approach with the ability to take the initiative
* Attention to detail
* Excellent communication skills
* Ability to prioritise workload effectively
* Adequate technical ability to provide assistance to other members of the team
* Confidence to seek guidance or refer complex/unusual/non-compliant cases to the Operations or Compliance Manager
* An appreciation and understanding of how other roles within the department are interdependent
* Advanced experience using the full Microsoft Office suite
Desirable Attributes
* Experience of using Iress XPLAN and provider platforms
* Previous experience of working within a professional financial services firm
* Previous experience of working within a strong compliance culture
Benefits
* Agile Working: core hours 10 AM to 2 PM and two home working days
* 25 days holiday plus bank holidays, with the option to buy or sell up to 5 days
* Competitive salary package
* Employee recognition awards: Outstanding Performance Award Bonus and other recognition initiatives
* New and improved programme for succession planning and supportive management structure
* Employee Assistance Programme: free confidential 24‑hour support service, unlimited counseling sessions and virtual doctors for you and your family
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