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Financial Planning Administrator – Wealth Management, Cheam DOE
Job in
Surrey, Surrey County, England, UK
Listed on 2026-01-11
Listing for:
Financial Divisions
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant -
Administrative/Clerical
Job Description & How to Apply Below
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 Responsibilities IFA Administration- 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 r...
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