IFA Administrator – Wealth Management (Cheam), £32,000 – £40,000 (DEO), Office based, w. flexibility

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

Job summary

A forward-thinking wealth management firm is looking for an experienced IFA Administrator in Cheam. This role combines traditional administration responsibilities with the opportunity to utilize AI in financial services. Ideal candidates should have 2-3 years of financial services experience and be passionate about innovative technology applications. The position offers a salary of £32,000 – £40,000 and various benefits including 28 days holiday.

Benefits

Salary £32,000 – £40,000

28 days annual holiday

Workplace pension

On-site parking

Career development opportunities

Qualifications

• At least 2–3 years’ experience in financial services.
• Experience in IFA or wealth management practice.
• Ability to manage a busy caseload.

Responsibilities

• Provide technical administration support to advisers.
• Process new business applications across various products.
• Use AI tools to enhance correspondence and tasks.

Skills

Experience using AI tools in a professional context

Knowledge of pensions, investments, protection

Strong MS Office skills (Word, Excel, Outlook)

Confident communication skills

Highly organised and detail-oriented

Tools

Intelligent Office or similar CRM systems

Standard Life Wrap

Mabel (advantage)

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, 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 Ryan at Financial Divisions.