AI-Enabled IFA Administrator for Wealth Management

Notjustlabcoats; Brighton; Hybrid; GBP 32,000 - 40,000; Full time

Job summary

A forward-thinking wealth management firm in the UK is seeking an experienced IFA Administrator to join its support team. This innovative role combines financial administration with the integration of artificial intelligence. Ideal candidates will have a background in financial services and be eager to embrace new technologies. Responsibilities include providing administrative support, processing applications, and utilizing AI tools for efficiency. The role offers a competitive salary and opportunities for career development, making it a unique chance for professionals in the field.

Benefits

Salary £32,000 – £40,000

28 days annual holiday

Workplace pension

On-site parking

Qualifications

• 2-3 years’ experience in financial services administration, ideally within an IFA.
• Knowledge of pensions, investments, protection products, and compliance.
• Proficiency in Intelligent Office or similar CRM systems.

Responsibilities

• Provide technical administration support to advisers and paraplanners.
• Process new business applications and maintain client records.
• Use AI tools for drafting correspondence and reports.

Skills

Financial services administration

Knowledge of pensions and investments

Strong MS Office skills

Communication skills

Organizational skills

Tools

Intelligent Office

CRM systems

MS Office Suite

Job description

A forward-thinking wealth management firm in the UK is seeking an experienced IFA Administrator to join its support team. This innovative role combines financial administration with the integration of artificial intelligence. Ideal candidates will have a background in financial services and be eager to embrace new technologies. Responsibilities include providing administrative support, processing applications, and utilizing AI tools for efficiency. The role offers a competitive salary and opportunities for career development, making it a unique chance for professionals in the field.