Technical Administrator

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.

• 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

• 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