Trainee financial planner Work, Jobs in Petworth, Wsx (with Salaries)

Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills

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Technical Administrator

Harding Financial
Shalford

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Job details

Full-time
£25,000 - £28,000 a year

Benefits

Company pension

Qualifications

Microsoft Word
Pension
Computer literacy
Stakeholder liaison
Administrative support experience
Microsoft Office Suite
Organisational skills
Financial services
Communication skills

Full 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

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