At a Glance
- Tasks: Support clients with exceptional service and manage financial documentation.
- Company: Join a fast-growing, innovative financial planning firm in Shalford.
- Benefits: Competitive salary, full-time hours, and opportunities for career growth.
- Other info: Dynamic environment with opportunities for project work and collaboration.
- Why this job: Be part of a passionate team making a real difference in financial advice.
- Qualifications: Desire to work in finance, strong admin skills, and digital literacy.
The predicted salary is between 25000 - 28000 £ per year.
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
- 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
Trainee Technical Administrator employer: Harding Financial
Harding Financial is an excellent employer, offering a supportive work culture in the picturesque setting of Shalford, Surrey. Employees benefit from comprehensive training and development opportunities, fostering personal and professional growth within the financial services sector. With a focus on teamwork and client satisfaction, Harding Financial provides a rewarding environment for those looking to make a meaningful impact in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Technical Administrator
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Harding Financial actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Harding Financial. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including Harding Financial, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Trainee Technical Administrator
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Harding Financial can help you grow your skills and knowledge in the field.
Tailor Your Application to Harding Financial:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Harding Financial. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at Harding Financial
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Harding Financial.
