Monday – Friday – Hybrid working model after probation
Established in 1906, MHA Caves Wealth is a fully independent integrated financial advice, investment management, and stockbroking firm, and the wealth management division of MHA MacIntyre Hudson, one of the UK’s leading accountancy, tax, and business advice groups.
We advise on pensions, investments (including onshore and offshore bonds, ISAs, and structured products), protection, and tax planning (including trusts, BR, EIS, and VCTs). We also offer our own model portfolio solution and bespoke discretionary management services, through a team of in-house Investment Managers. Our clients include charities, trusts, and companies, in addition to private clients and their families. We pride ourselves on providing a personal, tailored service and building longstanding relationships with our clients.
We have a strong track record of encouraging staff development and supporting progression.
MHA Caves Wealth offers a friendly and supportive working environment and the Company’s track record of long-term staff retention speaks for itself.
Researching potential new arrangements, as well as assessing suitability of existing arrangements, running cashflow analysis, and writing suitability reports.
Excellent IT skills, including use of Microsoft Word, Excel and Outlook.
Knowledge of industry software such as cash flow modelling, investment platforms, and back-office systems.
25 days holiday plus bank holidays
Pension scheme with 5% employer contribution
Career progression opportunities
Two paid study leave days per exam and study support
Flexible/hybrid working (following successful probationary period)
Company socials/events
Health and wellbeing support