My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced and dedicated IFA administrator to join a well-established, Independent Financial Adviser based on the outskirts of Woking. This position requires a working knowledge of Provider Platforms together with IFA back office systems, notably Intelliflo office. Responsibilities: • General administration support for the Financial Advisers • Inputting and maintaining the back-office system • Ensuring client files are kept up to date and meet Compliance standards • Preparing Illustrations, key features and application forms • Processing new business, placing trades, submitting pension and investment transfers • Preparing letters of authority, • Contacting Providers and liaising with clients • Preparing valuations and performance reports • Preparing client reviews • Compile client meeting packs Requirements: • Experience working for an IFA • Excellent attention to detail • Conscientious and diligent • Preferred experience with Intelligent Office and Wrap Platforms • Working knowledge of Word and Excel • Aware of applicable legislation, g...