Job Description

Associate / Junior Private Client Manager

This role is hybrid and could be based in Preston, Manchester, Liverpool or Lancaster

Join Our Wealth Management Team

What Sets Us Apart

At MHA, we’re about people first – our people, our clients, and the communities we serve. As one of the UK’s top 15 accountancy firms and a proud member of Baker Tilly International, the 8th largest network in the world, we are a hub of global knowledge with a strong local commitment.

Our people-focused approach truly sets us apart. Here, you won’t just be another face in the firm; you’ll be part of an ambitious, driven team dedicated to continuous learning and growth. We invest in our people because they are the foundation of our success. With access to unparalleled resources and award-winning development programmes, you’ll have the freedom to shape your career while making a meaningful impact. We take immense pride in being awarded gold for Investors in People. This recognition reflects our deep commitment to nurturing talent and ensuring every individual feels valued and supported.

Here, You’ll Go Beyond Numbers

We're looking for a motivated and organised individual to join our Wealth Management team as an Associate / Junior Private Client Manager. This is an excellent opportunity for someone who has experience in Wealth Management or Financial Services and is looking to develop their career in financial planning. You'll work closely with advisers and support teams to help deliver an outstanding service to our HNW private clients whilst building your technical knowledge and professional qualifications.

The Role

As an Associate / Junior Private Client Manager, you'll support Financial Advisers with the day-to-day management of client relationships, helping to ensure clients receive a professional, timely and high-quality service.

You'll work alongside our Client Support and Paraplanning teams, learning about the financial planning process and developing your technical knowledge across pensions, investments and protection solutions.

This role offers excellent opportunities for development and progression within a supportive and collaborative environment. To be in a role which is client facing without becoming an adviser and developing paraplanning skills without being a full time Paraplanner.

Key Responsibilities

• Support advisers in delivering an exceptional client experience.
• Build positive relationships with clients, acting as a professional point of contact.
• Gather and maintain accurate client information and records.
• Prepare and update file notes and client documentation.
• Assist with client onboarding and ongoing service activities.
• Completing research and writing recommendation reports
• Liaise with Client Support and Paraplanning teams to ensure work progresses efficiently.
• Help monitor client work and follow up on outstanding actions.
• Ensure client files are maintained accurately and in line with regulatory requirements.
• Respond to client and colleague queries in a timely and professional manner.
• Keep up to date with industry developments, regulations and internal processes.

What We're Looking For

We're interested in hearing from individuals who are:

• Passionate about building a career in financial planning.
• Organised, proactive and able to manage multiple priorities.
• Strong communicators who enjoy building relationships with clients and colleagues.
• Curious and eager to learn new skills.
• Comfortable working as part of a team.
• Committed to delivering high-quality work and excellent customer service.
• Able to remain positive and solution-focused when challenges arise.

Skills and Experience

• Previous experience within Wealth Management or Financial Services.
• An understanding of pensions, investments and protection products.
• Strong attention to detail and organisational skills.
• Good written and verbal communication skills.
• Experience using Microsoft Office and CRM systems.

Qualifications

• Working towards, or interested in studying towards, the Diploma in Financial Planning (or equivalent) would be advantageous.
• Full training and support will be provided.

What's In It For You?

• A clear career pathway within Wealth Management.
• Support with professional qualifications and ongoing development.
• Exposure to advisers, paraplanners and experienced financial planning professionals.
• A collaborative and supportive team environment.
• The opportunity to build long-term client relationships and develop your technical expertise.

If you're looking to take the next step in your financial services career and want to develop within a growing and supportive team, we'd love to hear from you.

Rewards That Resonate

You’re more than a number to us; you’re an individual with unique talents and aspirations. Our benefits are designed to support your well-being, foster your professional growth, and recognise your contributions.

33 days holiday Inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 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 to help you realise your potential

Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.

And lots more!

Are You Ready to Elevate Your Career?

Apply now and be part of a team that celebrates diversity, champions innovation, and prioritises your success!