Financial Planning Administrator – Wealth Management, Cheam, Surrey, £32,000 – £40,000 (DOE)

Financial Divisions; Cheam; On-site; GBP 32,000 - 40,000; Full time

Job summary

A forward-thinking wealth management firm is seeking an experienced IFA Administrator for its support team. This varied role combines traditional financial administration with the integration of AI tools in daily tasks. Candidates should have 2–3 years’ experience in the financial services sector, especially within an IFA or wealth management practice. The position offers a salary of £32,000 – £40,000, alongside benefits like 28 days’ holiday, workplace pension, and a chance to advance in an innovative environment.

Benefits

Salary £32,000 – £40,000 (experience dependent)

28 days annual holiday

Workplace pension

On-site parking

Opportunity to embrace future technology

Qualifications

• At least 2–3 years’ experience in financial services administration, ideally within an IFA or wealth management practice.
• Strong MS Office skills (Word, Excel, Outlook).
• Confident communication skills for liaising with clients and providers.

Responsibilities

• 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.

Skills

Financial services administration

Knowledge of pensions, investments, protection

Proficiency with Intelligent Office

Strong MS Office skills

Confident communication skills

Highly organised and detail-oriented

Tools

Intelligent Office

Standard Life Wrap

Quilter

Mabel

Job description

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) 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 administration, 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.

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 Ryan at Financial Divisions.