Trainee Technical Administrator

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

Job summary

Harding Financial in Shalford, Surrey, is seeking a Trainee Technical Administrator to join our busy admin team. You will liaise with clients by phone and email, support our financial planners and paraplanners, and help maintain client records.

The role covers preparing reports, updating registrations, processing tax returns, and assisting with mailings and general office tasks. A proactive, accurate approach and good IT skills are essential.

Qualifications

• Desire to work or previous experience in financial services.
• 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.
• Good communication skills.
• Flexible approach to working.
• Ability to juggle tasks, prioritise and work well under pressure.
• Able to work to own initiative.

Responsibilities

• Liaising with clients on the phone and via email/portal.
• Providing exceptional service to 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.

Skills

Microsoft Office

Excellent telephone manner

Word

Excel

Attention to detail

Organisational ability

Communication skills

Flexible approach

Prioritisation

Initiative

Tools

IO Backoffice system

Job description

Job Title: Trainee Technical Administrator

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
• Good communication skills
• Flexible approach to working
• Ability to juggle tasks, prioritise and work well under pressure
• Able to work to own initiative