Financial Planning Junior - Preston - September 2025

Financial Planning Junior - Preston - September 2025

Are you a bright and ambitious individual looking to kickstart your career in finance? At MHA, we’re not just offering you a job; we’re inviting you to embark on a transformative journey where your skills will flourish and your aspirations will be nurtured. Please note this role is for college leavers.

Why MHA?

We’re passionate about people and committed to leading with ambition. This role is designed to give you a head start in your career while gaining valuable 'on-the-job' experience and a recognised qualification, all whilst becoming the go-to person for your clients.

At MHA we are ranked among the UK’s top 15 accountancy firms. We work a diverse range of sectors including fashion, leisure, hospitality, renewable energy, gaming, and motorsports. This exposure will provide you with a broad perspective and varied experiences that will enrich your professional journey.

With a track record of winning prestigious awards, we’re an exciting firm to join, offering you a front-row seat to impactful work and professional growth.

What you will enjoy at MHA

• A Competitive Salary and Benefits: Enjoy an salary package that values your contribution from the start.
• Hybrid Working: Benefit from flexible working hours and the option to work from home, allowing you to manage your work and study effectively.
• Full Study Support: Gain a globally recognised professional qualification (PFS Level 3) with comprehensive support.
• Hands-On Experience: Dive into practical, on-the-job training and build valuable client relationships early on.
• Career Growth: We are globally united through Baker Tilly International, providing you with access to both our national and an extensive global network. There are opportunities for secondments and you will gain experience with a diverse range of clients, from pioneering entrepreneurs to international business groups.
• A Supportive Network: Join a vibrant, social community where mentors and peers are dedicated to your success and personal development.

Working for an Award-Winning Firm

We’re thrilled to have been recognised with top accolades, including Best Advisory Services at the Business Resilience Awards and multiple titles at the British Accountancy Awards, such as National Firm of the Year and Graduate Programme of the Year. We’ve also earned the prestigious GOLD award for Investors in People, highlighting our commitment to putting people first.

Your Impact and Responsibilities

As a Financial Planning Junior, you’ll experience the power of collaboration as you work with diverse teams on real projects, building lasting connections with colleagues and start off by learning the fundamentals, including:

• Support consultants by anticipating and supplying their and clients' needs, allowing them to focus on client advice delivery.
• Act as a key contact for clients, colleagues, and external partners.
• Serve as a liaison between clients, consultants, colleagues, and CRMs, ensuring effective communication.
• Assist in managing consultants' diaries to optimise their time.
• Ensure client communications are accurate and purposeful.
• Handle the new business process and ongoing client service, coordinating with other teams and product providers.
• Work closely with technical support to gather accurate information for case preparation.
• Comply with regulatory, compliance, and company procedures, maintaining an accurate audit trail.
• Stay updated on regulatory changes and engage in continuous professional development (CPD).
• Proactively contribute to continuous improvement, embrace change, and share best practices.
• Progress personal objectives in a timely manner.
• Provide expert knowledge, training, and support when needed.
• Take ownership of assigned projects.
• Studying towards Professional Qualification (PFS Level 3)

We’re dedicated to ensuring you receive the experience, personal development, and training needed to make your career both stimulating and rewarding. We’ll carefully balance your hands-on experience with professional training to support your journey towards achieving your qualification.

You’ll be paired with mentors and tutors who will guide and support you every step of the way, ensuring your progress and development stay on track.

What We’re Looking For:

While a background in finance is not required, we do seek individuals with at least 112 UCAS Points (or equivalent). A passion for financial planning and a drive to excel are what truly matter.

Make 2025 your year

Apply now for our 2025 programme at MHA and step into a role where your career will thrive, your skills will be tested, and your potential will be realised. We can’t wait to see what you’ll bring to our team!

HINT: Check out our employability hub for tips on you application!

Our application form takes just a few minutes to complete and includes some diversity questions. MHA is a committed member of Access Accountancy and as such, we track our diversity stats and actively work to improve on these, year on year, looking at new ways to promote our roles to the widest audience. Any data collected is fully anonymised before sharing with any external parties, as per our Data Protection Policy and is not visible to hiring managers, or used in any way during the selection process.

Req ID: 1724