Financial Services Administrator

Location: Market Harborough or Birmingham (Hybrid)

Employment Type: Full-Time (with an early Friday finish!)

Salary: Up to £30,000 depending on experience

We are looking for an experienced Financial Services Administrator to join our Business Processing team. You will ensure all new business and servicing business is processed accurately, promptly and in line with compliance requirements. The role requires strong attention to detail, clear documentation, and the ability to manage tasks within strict service-level deadlines. The position also includes monitoring client cash balances on a monthly basis and liaising with Planners and Clients to ensure portfolios remain appropriately aligned.

You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training

Why Join Radiant?

We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you’ll benefit from:

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

What You’ll Be Doing

New Business & Servicing Processing
Process a variety of new business types, including: Pension and ISA transfers and new money, protection applications, EIS/VCT, withdrawals, fund switches and trading
Ensure all required compliance documentation is in place prior to submission.
Update the back-office system in line with the advice journey, ensuring all notes are accurate, clear and detailed.
Manage business from submission through to completion, keeping clients informed of progress.
Liaise with Planners and wider team members as necessary.
Review client cash balances across various provider platforms on a monthly basis.
Identify high or low balances and liaise with Planners and Clients to ensure portfolios remain aligned with recommendations.

What You’ll Bring

Knowledge

Strong understanding of the financial planning process.
Experience processing business across a variety of provider platforms.
Excellent communication skills, including professional telephone manner.
High standard of written and spoken English.

Experience

Proven experience working within an IFA Financial Services Administration role (essential).

Skills and Attributes

Proficient IT skills, including spreadsheets and databases.
Strong planning and organisational abilities.
High level of accuracy and attention to detail.
Methodical approach to workload management.
Demonstrates honesty and integrity in all aspects of work.

Consumer Duty
You must maintain an understanding of the four pillars of Consumer Duty and how they relate practically to the execution of your role. Your attendance at relevant Consumer Duty training is mandated to ensure that your knowledge and experience remains up to date.
The Consumer Duty pillars are:

Consumer Understanding - Consumers are equipped to make good decisions. Information is made available at the right time and is understandable.
Price and Value – Products and services should be sold at a price that reflects their value. There should be no excessively high fees.
Product and Services – The firm’s products and services should be fit for purpose. The terms match the target consumer needs and products and services work as expected.
Consumer Support – Customer service should be responsive and helpful. It should be as easy to complain about or switch and cancel products or services as it was to buy them.

Apply Now!

If you’re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we’d love to hear from you.

Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.

Radiant Financial

Latest Jobs

Financial Services Administrator