Financial Planning Administrator – Wealth Management, Cheam DOE

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

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.

• 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.

• 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.

• 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.

• 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.

• 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.

If this sounds like the role for you, please send your CV and a short covering note to Ryan at Financial Divisions.