Radiant Financial

Administration

• Ensure all administration for mortgage and protection business is managed efficiently from start to completion.
• Meet service levels and regulatory requirements.
• Liaise with providers, lenders, and clients to progress cases.
• Coordinate with solicitors and conveyancers on exchange/completion dates.
• Manage review dates for existing clients.
• Maintain accurate client records and AML information.
• Obtain illustrations, application forms, and supporting documents.
• Prepare suitability reports for adviser review.
• Submit life/general business applications to providers.
• Track progress and update advisers accordingly.

Mortgage and Protection Administrator

Consultant

• Manage a portfolio of corporate clients and delivering expert consulting services across pensions, employee benefits, wellbeing, communications, and online services.
• Play a pivotal role in generating and converting new business opportunities from existing clients and new leads.
• Develop and implement strategic benefit plans tailored to client needs.
• Lead on annual pension governance and regular reviews of group risk and private medical insurance (PMI).
• Collaborate with advisor teams to identify and deliver new opportunities within the corporate client portfolio.
• Ensure all client activity adheres to FCA regulations and internal compliance standards.
• Maintain accurate client agreements and documentation, keeping detailed records in the CRM system.

Corporate Benefits Consultant

Financial Planning and Analysis

• Ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.
• Work from either Market Harborough or Birmingham office, with ability to work from home.
• Client Servicing: creating new client packs, preparing and processing authority letters, ensuring relevant documents are uploaded.
• Compliance: performing anti money laundering checks, checking compliance documentation is completed.
• New Business Submission: use client database to track new business and current position, updating planner accordingly.
• Follow initial process training and hit the ground running with full IFA experience.

Mortgage and Protection Administrator

Corporate Benefits Consultant

Financial Services Administrator