Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage financial administration for life, pensions, and investments with a focus on client servicing.
- Company: Join Radiant, a supportive and positive culture in financial services.
- Benefits: Enjoy an early finish every Friday, generous holiday, and health benefits.
- Why this job: Kickstart your career in finance with structured training and real impact.
- Qualifications: Experience in IFA Financial Services Administration and strong communication skills.
- Other info: Flexible hybrid working and excellent career progression opportunities await you.
The predicted salary is between 24000 - 30000 £ per year.
We are looking for an experienced Financial Services Administrator to join our Client Relationship 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?
- 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.
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 spreadsheet and database knowledge.
- Good planning and effective organisational skills.
- Honesty and integrity.
- Methodological approach to work.
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.
Financial Services Administrator in Birmingham employer: Radiant Financial
Contact Detail:
Radiant Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Radiant is all about support and collaboration, so think of examples from your past that showcase how you thrive in a team environment and contribute positively.
✨Tip Number 3
Practice your communication skills! Since this role requires excellent communication, consider doing mock interviews with friends or family. Get comfortable discussing your experience in financial services and how it aligns with what Radiant is looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the Radiant team.
We think you need these skills to ace Financial Services Administrator in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your experience in IFA and any relevant skills that match the job description. We want to see how you can hit the ground running!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our Client Relationship team. Share specific examples of your past work that demonstrate your understanding of the financial planning process.
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Keep your language clear and professional, and don’t forget to proofread for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Radiant Financial
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of the financial planning process. Be ready to discuss life, pensions, and investments in detail. This will show that you’re not just familiar with the terms but can also apply them practically.
✨Show Off Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. You might even want to prepare a few examples of how you've effectively communicated with clients or colleagues in the past.
✨Demonstrate Organisational Skills
Be prepared to talk about how you manage your workload and keep track of multiple tasks. Share specific strategies or tools you use to stay organised, especially when dealing with compliance documentation and client servicing.
✨Emphasise Your Team Spirit
Radiant values a collaborative culture, so highlight your ability to work well in a team. Think of examples where you’ve contributed to a positive team environment or supported your colleagues in achieving common goals.
