IFA Administrator – Wealth Management (Cheam) -
Salary:
£32,000 – £40,000 (depending on experience)
Location:
Cheam, Surrey (office-based with some flexibility)
About the Opportunity
A forward-thinking wealth management firm is seeking an experienced
IFA Administrator
to join its support team. This is not a typical administrator role – it combines the traditional responsibilities of financial services administration with the exciting opportunity to utilise
artificial intelligence (AI)
as part of day-to-day duties.
This is an excellent opportunity for someone with previous experience as a
Financial Administrator or Junior Paraplanner
who is eager to embrace the future of financial services.
Key Responsibilities
IFA Administration
* Provide technical administration support to advisers and paraplanners.
* Process new business applications across pensions, investments, and protection products.
* 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 materials and supporting documents for adviser client meetings.
Artificial Intelligence Integration
* Use AI tools (e.g. ChatGPT or bespoke Wealth Management IFA tools) to draft and refine correspondence, reports, and meeting summaries.
* Support research tasks and streamline provider/product analysis.
* Identify efficiencies in workflows, automating repetitive administrative tasks.
* Contribute to first-draft suitability reports and compliance documentation.
* Help integrate AI solutions into business processes, ensuring accuracy and compliance.
* Share knowledge with colleagues on effective AI prompt use and best practices.
Compliance & Systems
* Follow FCA and company compliance procedures, including AML checks.
* Ensure accuracy of records and audit trails.
* Use provider platforms such as Standard Life Wrap and Quilter; familiarity with Mabel is an advantage.
Skills & Experience Required
* At least 2–3 years' experience in financial services, ideally within an IFA or wealth management practice.
* Knowledge of pensions, investments, protection, and related products.
* Proficiency with Intelligent Office (or similar CRM systems).
* Strong MS Office skills (Word, Excel, Outlook).
* Confident communication skills for liaising with clients, providers, and colleagues.
* Highly organised, detail-oriented, and able to manage a busy caseload.
* Essential:
Experience using AI tools in a professional context, with an enthusiasm for their application in financial services.
Benefits
* Salary £32,000 – £40,000 (experience dependent).
* 28 days annual holiday (excluding bank holidays).
* Workplace pension.
* On-site parking.
* Chance to develop your career in a business that embraces innovation and future technology.
How to Apply
If this sounds like the role for you, please send your CV and a short covering note to