IFA 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 wealth management firm in Cheam seeks an experienced IFA Administrator to support advisers and paraplanners, integrating AI tools into daily workflows. The role requires 2–3+ years of financial services experience, strong knowledge of pensions and investments, and the ability to manage client interactions effectively. This firm offers competitive salary, annual leave, and a workplace pension scheme.

Benefits

28 days annual holiday

Workplace pension scheme

On-site parking

Career development opportunities

Qualifications

• 2–3+ years’ experience in financial services, ideally within an IFA or wealth management practice.
• Demonstrable experience using AI tools in a professional setting.

Responsibilities

• Provide technical administrative support to advisers and paraplanners.
• Use AI tools to draft correspondence, reports, and summaries.
• Ensure compliance with FCA regulations and maintain accurate records.

Skills

Financial services experience

Knowledge of pensions and investments

CRM proficiency

MS Office skills

Communication skills

AI tools experience

Tools

Intelligent Office

Job description

Overview

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

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

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.

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