Who are MHA Moore and Smalley?

MHA Moore and Smalley is a leading independent provider of accounting, business advisory and wealth management services. We have offices in Preston, Blackpool, East Midlands, Kendal, Lancaster, Liverpool, Manchester and Southport, with over 300 partners and staff advising clients across the UK. We are also part of a global network of firms, helping clients with international trade matters

Our Mission: Engage with our clients and our people to deliver technical excellence and quality in everything we do. Our Values:

Delivering outstanding client service.

Creating a friendly, positive environment.

Striving to be the best we can be.

Doing the right thing.

Putting something back  

Why work for MHA Moore and Smalley?

• We are a top 50 award winning professional services firm
• Part of a national and international network of firms with global opportunities
• Clear career opportunities and progression paths
• Pay progression linked to role development
• We have an excellent reputation for training staff in a friendly and welcoming environment
• Focus on work/life balance – flexible working patterns/locations
• We are accredited “Investors in People”
• Great social life and involvement in community and charitable initiatives
• Popular staff social club with events throughout the year
• A diverse work family
• Benefits package including: pension scheme, life assurance, flexible benefits (such as options to buy/sell annual leave, cycle to work scheme and dental insurance)

The Role (Key responsibilities)

Supporting our Financial Planning team to deliver a quality service to a range of clients, the principal duties of this role include:

• Day to day administration of corporate benefits schemes for clients
• Performing the administrative requirements associated with new joiners/leavers of multiple benefit schemes
• Liaising with clients in a professional and courteous manner
• Communicating with providers on a regular basis to ensure schemes are kept up to date
• Administering the renewals of group risk and healthcare schemes
• Research of corporate benefit markets
• Monthly pension submissions via provider websites
• Dealing with general enquiries from both corporate clients and their employees
• Drafting reports and communication material for clients
• Work closely with the Senior Corporate Benefit Consultant to increase business income and grow the client base.

This list of responsibilities is not an exhaustive list of duties, and the postholder will be required to undertake any other reasonable duties as discussed and directed by their line manager.

Experience, Skills and Qualifications required

• Excellent attention to detail
• Good oral and written communication skills
• Able to manage multiple tasks whilst working to deadlines
• Pro-active and self-motivated
• Prioritise workload
• Strong team player
• Solution focused
• Able to build ongoing relationships with providers and clients
• Competent in the use of MS Office packages
• Experience of working with corporate benefits schemes preferred but not essential

You will have the opportunity to work in a challenging and stimulating environment where early responsibility is actively encouraged and rewarded. The work is varied and fast paced. There is lots of potential for career development for the successful candidate.