This is a fantastic opportunity for a candidate with a good knowledge of financial services, to pursue your career working for a prestigious Chartered IFA practice that works closely with an impressive portfolio of UHNW individuals. Initial Role: Input client details onto Prestwood system New business administration Liaise with clients for new business information, Terms of Business, tax returns. File checking for completeness Liaise with product providers (e.g., for valuations, trusts, product terms) Help advisers with meeting preparation, new client packs, agendas etc. Supporting the Investment Proposition as necessary Involvement in wider company projects as appropriate Developing Into: Attend client meetings with adviser and schedule post meeting actions. Technical research Do fee estimates Build financial plans on Prestwood system Draft simple suitability letters Simple tax returns General Responsibilities: Observe the firm’s 'standards’. Comply with FCA conduct rules at all times. Adhere to the relevant compliance, Consumer Duty, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times. Keep up to date with all relevant product, legislative and technical changes and ensure relevant CPD is maintained and recorded accurately. Respond to client contact and requests quickly and correctly. Ensure all client files are compliant on an ongoing basis. Be a team player, support colleagues. Additional information: Office based, Farnham, Surrey Monday - Friday, 9-5.30pm Salary: Likely to be in the range of £32-34k, plus bonuses and profit share Full support with professional qualifications Genuine career progression