Key Responsibilities Provide administrative support to Chartered Financial Planners Process new business applications across pensions, investments, and protection products Liaise with providers to obtain valuations, policy details, and manage client servicing Maintain and update client records using internal CRM systems - Intelliflo Office experience is essential for this role Prepare documentation for client meetings and ensure timely follow-up Candidate Requirements Must have experience in an IFA or wealth management environment Must have experience with IO (Intelliflo Office) Understanding of pensions, investments, and protection products Excellent organisational and communication skills Strong team working ethic High attention to detail and ability to manage multiple tasks Familiarity with FCA compliance and regulatory frameworks