IFA Administrator – Wealth Management (Cheam), £32,000 – £40,000 (DOE)

Salary: £32,000 – £40,000 (DOE)

Location: Cheam, Surrey (office-based with some flexibility)

About the Role

Our client, a forward-thinking wealth management firm, is looking for an experienced IFA Administrator to join its growing support team. This position goes beyond standard administration — blending traditional IFA support duties with the exciting opportunity to use artificial intelligence (AI) as part of everyday workflows.

This role would suit someone with prior experience as a Financial Administrator or Junior Paraplanner who is eager to develop their career in a firm that embraces innovation and future technology.

Key Responsibilities

IFA Administration

• Provide technical administrative support to advisers and paraplanners.
• Process new business applications across pensions, investments, and protection.
• Maintain accurate client records on CRM/back-office systems, ensuring FCA compliance.
• Liaise with clients and providers regarding queries, valuations, and policy updates.
• Assist with annual client reviews, portfolio valuations, and suitability documentation.
• Prepare client meeting packs and supporting materials.

AI Integration

• Use AI tools (e.g. ChatGPT) to draft correspondence, reports, and meeting summaries.
• Support research tasks and streamline provider/product comparisons.
• Automate repetitive processes, improving workflow efficiency.
• Contribute to first-draft suitability reports and compliance documentation.
• Share knowledge with colleagues on AI best practices and effective prompt use.

Compliance & Systems

• Follow FCA and company compliance procedures, including AML checks.
• Ensure records and audit trails are accurate and up to date.
• Work with provider platforms such as Standard Life Wrap and Quilter (Mabel experience advantageous).

Skills & Experience

• 2–3+ years’ experience in financial services, ideally within an IFA/wealth management practice.
• Strong knowledge of pensions, investments, and protection products.
• Proficiency with Intelligent Office or other CRM/back-office systems.
• Solid MS Office skills (Word, Excel, Outlook).
• Excellent organisational skills, attention to detail, and ability to manage a busy caseload.
• Strong communicator, confident liaising with clients, providers, and colleagues.
• Essential: Demonstrable experience using AI tools in a professional setting and enthusiasm for their application in financial services.

Benefits

• Salary: £32,000 – £40,000 (DOE).
• 28 days annual holiday (excluding bank holidays).
• Workplace pension scheme.
• On-site parking.
• Opportunity to develop your career within a forward-looking, innovative firm.

How to Apply please contact Sam at Financial Divisions