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