Wealth Management jobs in United States
Financial Planning Administrator – Wealth Management, Cheam, Surrey, 32,000 – 40,000 (DOE) Fi[...]
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Financial Planning Administrator – Wealth Management, Cheam, Surrey, £32,000 – £40,000 (DOE) Fi[...]
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
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
Tools
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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.