Radiant Financial is hiring a Financial Services Administrator to join our collaborative Client Servicing team. You will be responsible for ensuring all administration for life, pensions, and investments business is effectively managed to completion in a timely manner, meeting all service levels. You will have full IFA experience to quickly contribute following initial process training.
What You'll Do
- Handle client servicing tasks, including creating new client packs, preparing and processing authority letters, and uploading relevant documents.
- Perform anti-money laundering checks and verify compliance documentation is completed.
- Use the client database to track new business submissions, monitor their current position, and update the planner accordingly.
What We're Looking For
- Excellent understanding of the financial planning process.
- Excellent communication skills and telephone manner.
- Proven experience in an IFA Financial Services Administration role.
- Proficient IT skills with basic spreadsheet and database knowledge.
- Good planning and effective organisational skills.
- Honesty, integrity, and a methodological approach to work.
Team & Environment
You will join our Client Servicing team, a collaborative and approachable group of professionals who value both excellence and mutual support.
Benefits & Compensation
- Salary up to £30,000 depending on experience.
- Work-life balance: Early finish every Friday at 2:15pm and flexible hybrid working.
- Generous time off: 28 days holiday + bank holidays + your birthday off.
- Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension.
- Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts.
- Career development: Access to the Radiant Academy for structured training.
Work Mode
This is a hybrid position. You will work from our Birmingham or Market Harborough office with the ability to work from home.
Radiant Financial is an equal opportunity employer.
