The role is based in Guildford, Surrey with a highly regarded IFA Practice. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge. KEY RESPONSIBILITIES & ACCOUNTABILITIES New business processing and submission to Business quality, submitting onto external and internal systems Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process Liaison with a variety of product providers and use of their online systems to gather valuations etc Working with back-office system to maintain client records, process annual reviews reports and new business processing Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products General Administration and client servicing support as needed. Using X-plan software. The role offers a competitive basic salary and supporting benefits with genuine opportunity to develop as an administrator.