Trainee Technical Administrator – Financial Planning Support

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.

Responsibilities

• Liaising with clients on the phone and via email.
• Providing exceptional service to allocated clients.
• Preparing and sending documents and paperwork to clients.

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

Job description

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.