Financial Services Administrator

Radiant Financial • Permanent • Birmingham, West Midlands, England, United Kingdom • £25k - £30k / year • 11h ago

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 Client Servicing team. You will 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.

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

Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.
Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed.
New Business Submission: use client database to track new business and current position, updating planner accordingly.

What You’ll Bring

Knowledge

Must have excellent understanding of the financial planning process.
Must have excellent communication skills and telephone manner

Experience

Proven experience in an IFA Financial Services Administration Role

Skills / Personal Attributes

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.

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.

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