Radiant Financial

Financial Services Administrator

Radiant Financial

full-time

Posted on:

Location Type: Hybrid

Location: Birmingham • United Kingdom

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Salary

💰 £30,000 per year

Job Level

Junior

About the role

  • 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.

Requirements

  • Must have excellent understanding of the financial planning process.
  • Must have excellent communication skills and telephone manner
  • 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
  • Right to work in the UK (implied by application question)
Benefits
  • 28 days holiday, plus bank holidays
  • Flexible hybrid working
  • 2:15pm finish on Fridays
  • Birthday day off
  • Income protection for up to 5 years
  • MediCash online discounts and cashback plus 24-hour access to a GP
  • 4x salary death in service
  • 5% matched pension contributions
  • Access to the Radiant Academy (to support future career aspirations).
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial planning processanti money laundering checkscompliance documentationclient database managementspreadsheet knowledgedatabase knowledge
Soft Skills
communication skillstelephone mannerplanning skillsorganizational skillshonestyintegritymethodological approach