At a Glance
- Tasks: Manage client administration for life, pensions, and investments with a focus on timely completion.
- Company: Join Radiant, a supportive and positive financial services company.
- Benefits: Enjoy early finishes, generous holiday, health perks, and career development opportunities.
- Other info: Flexible hybrid working and a culture that values support and excellence.
- Why this job: Kickstart your financial services career in a collaborative and dynamic environment.
- Qualifications: Experience in IFA Financial Services Administration and strong communication skills required.
The predicted salary is between 24000 - 36000 € 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.
What You’ll Bring
- Knowledge: Must have excellent understanding of the financial planning process.
- 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. 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.
Financial Services Administrator (Servicing Team) in Birmingham employer: Radiant Financial
At Radiant, we pride ourselves on fostering a supportive and positive work culture that empowers our employees to thrive. With flexible hybrid working options, an early finish every Friday, and generous benefits including 28 days of holiday plus your birthday off, we ensure a healthy work-life balance. Our commitment to career development through the Radiant Academy and a collaborative team environment makes us an excellent employer for those looking to grow in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator (Servicing Team) in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for a Financial Services Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the financial planning process. Be ready to discuss your experience with life, pensions, and investments, as well as how you ensure compliance and manage client servicing effectively.
✨Tip Number 3
Showcase your IT skills! Familiarise yourself with common client databases and spreadsheet software. Being able to demonstrate your proficiency during interviews will set you apart from other candidates.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Services Administrator (Servicing Team) 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 life, pensions, and investments, and don’t forget to showcase your excellent communication skills!
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. Mention your IFA experience and how you can hit the ground running.
Showcase Your Skills:We want to see your proficiency in IT and your organisational skills. Include specific examples of how you've used these skills in previous roles to manage client servicing and compliance effectively.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with Radiant.
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 this role involves client servicing, practice articulating your thoughts clearly. You might want to prepare for common questions about how you handle client interactions or resolve issues. A good telephone manner is key!
✨Demonstrate Organisational Skills
Be prepared to talk about how you manage your workload and keep track of multiple tasks. Think of examples where you’ve successfully juggled various responsibilities, especially in a fast-paced environment.
✨Be Ready for Compliance Questions
Familiarise yourself with compliance processes, especially anti-money laundering checks. You might be asked how you ensure that all documentation is completed correctly, so have some examples ready to share.
