About

Location: Cheam, Surrey (office-based with some flexibility)About the OpportunityA 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 ResponsibilitiesIFA AdministrationProvide 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 IntegrationUse 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. Co