Radiant Financial

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.

Financial Services Administrator