Technical Administrator

Harding Financial; United Kingdom; On-site; GBP 25,000 - 28,000; Full time

Job summary

Harding Financial is offering a Trainee Technical Administrator position in Shalford, Surrey. The successful candidate will support the administration team, liaising with clients and preparing essential documentation. This full-time role requires a strong attention to detail and previous administration experience, along with a desire to work within the financial services industry.

Key responsibilities include client communication, producing valuation reports, and maintaining the back-office system. Candidates should exhibit excellent digital literacy, strong organizational skills, and the ability to prioritize tasks effectively.

Qualifications

• Desire or experience in the financial services industry.
• Previous administration experience required.
• Strong digital literacy including Microsoft Office.
• Excellent telephone manner.
• Good IT skills; especially Word and Excel.
• High attention to detail and strong organisational ability.
• Flexible approach to working.
• Ability to juggle tasks, prioritise and work well under pressure.

Responsibilities

• Liaising with clients on the phone and via email.
• Providing exceptional service to allocated clients.
• Preparing and sending documents and paperwork to clients.
• Updating Trust Registration Scheme and CRBOT Registration.
• Submission of Tax Returns and tracking invoices following completion by the financial planner.
• Preparing and sending the relevant documents and paperwork to clients.
• Tracking the return of client documents and paperwork.
• Processing advice recommendations for clients and liaising with providers to keep the client up to date.

Skills

Digital literacy including Microsoft Office

Excellent telephone manner

Good IT skills (Word and Excel)

Attention to detail

Organisational ability

Flexibility

Ability to juggle tasks and work under pressure

Flexibility

Tools

Word

Excel

Outlook

IO Backoffice system

Job description

Job Title: Trainee TechnicalAdministrator

Hours: Full Time – 9:00 – 5:30pm

Location: Shalford, Surrey

Salary: £25,000 - £28,000

An excellent opportunity to join a fast growing, innovative, technology focused independent financial planning firm based in Shalford.

We are continuing to build a team of individuals who share the company’s passion for high quality, customer-driven financial advice. The successful applicant will report to our Head of Paraplanning and Administration. Our administration team work closely with our financial planners and paraplanners.

Job Role

• Liaising with clients on the phone and via email/portal
• Providing exceptional service to your allocated clients
• Carrying out Valuation Summary Reports for client annual & mid-year review meetings
• Updating Trust Registration Scheme and CRBOT Registration
• Submission of Tax Returns and tracking invoices following completion by the financial planner
• Preparing and sending the relevant documents and paperwork to clients
• Tracking the return of client documents and paperwork
• Processing advice recommendations for clients and liaising with providers to keep the client up to date throughout. This includes Protection, Pension Switching, Cash and Re-registration transfers, Fund Switches, Contributions, Withdrawals, DB SASS Transfers, BED and ISA’s/Sipp’s, Use of CGT Allowances
• Ensuring the Backoffice system (IO) is kept up to date and tasks for processing recommendations are completed in a timely manner and checked
• Meeting and greeting clients and providers when they are visiting the office for meetings
• Covering post when the office administrator is absent
• Assisting with mailings when in the office, for other admin members and wider team
• Occasional project work with Admin Team Leader and Manager

Required Qualifications, Experience & Skills

• Desire to work or previous experience working in the financial services industry
• Previous administration experience
• Strong digital literacy; including use of Microsoft Office
• Excellent telephone manner
• Good IT skills; especially Word and Excel
• High attention to detail and strong organisational ability
• Flexible approach to working
• Ability to juggle tasks, prioritise and work well under pressure