Radiant Financial

Financial Services Administrator – Servicing Team

Radiant Financial

full-time

Posted on:

Location Type: Hybrid

Location: Birmingham • United Kingdom

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Salary

💰 £30,000 per year

About the role

  • Preparing MiFID costs & charges statements
  • Establishing a professional relationship with clients, striving to deliver a level of excellence
  • Processing letters of authority, ensuring all documents are uploaded
  • Preparing updated client Portfolio Reports for Review Meetings
  • Booking & confirming Review appointments
  • Monitoring company inbox and taking incoming calls

Requirements

  • Must have excellent understanding of the financial planning process
  • Must have excellent communication skills and telephone manner
  • Must have excellent oral & written English language skills
  • Proven experience in an IFA Financial Services Administration Role
  • Proficient IT skills, basic spread sheet and database knowledge
  • Good planning and effective organisational skills
  • Honesty and integrity
  • Methodological approach to work
  • Strong written and verbal English literacy skills are essential
Benefits
  • Work-life balance: Early finish every Friday at 2:15pm, plus 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 contributions
  • Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts
  • Career development & progression: Access to the Radiant Academy for structured training
  • Team culture: Join a collaborative, approachable group of professionals who value both excellence and support
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planning processIFA Financial Services Administrationspreadsheet knowledgedatabase knowledge
Soft Skills
communication skillstelephone manneroral English skillswritten English skillsplanning skillsorganizational skillshonestyintegritymethodological approachverbal English literacy skills