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 an early finish every Friday, generous holiday, and health benefits.
- Other info: Flexible hybrid working and excellent career progression opportunities.
- 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.
The predicted salary is between 30000 - 30000 £ per year.
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?
- 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 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 - Client Servicing. Job in Birmingham LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Radiant is an exceptional employer that prioritises a supportive and positive work culture, offering flexible hybrid working arrangements and an early finish every Friday. With generous benefits including 28 days of holiday, comprehensive health and wellbeing support, and structured career development through the Radiant Academy, employees are empowered to thrive both personally and professionally in the vibrant city of Birmingham.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator - Client Servicing. Job in Birmingham LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work at Radiant or similar companies. A friendly chat can sometimes lead to job opportunities that aren't even advertised!
✨Tip Number 2
Prepare for interviews by researching common questions for Financial Services Administrators. We recommend practising your answers with a friend or in front of the mirror to boost your confidence and ensure you come across as knowledgeable and enthusiastic.
✨Tip Number 3
Showcase your skills! During interviews, be ready to discuss specific examples from your past experience that highlight your organisational skills and attention to detail. This is your chance to shine and demonstrate how you can hit the ground running!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Radiant, which is always a bonus!
We think you need these skills to ace Financial Services Administrator - Client Servicing. Job in Birmingham LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Services Administrator role. Highlight your experience in client servicing 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 passionate about this role and how your background makes you a perfect fit for our team. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills:Since strong written and verbal communication skills are essential, make sure your application reflects this. Use clear language and check for any typos or errors. We appreciate attention to detail!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨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.
✨Get Organised
Demonstrate your planning and organisational skills by preparing a list of questions about the role and the company. This shows that you’re proactive and genuinely interested in how you can contribute to their team.
✨Be Ready for Compliance Questions
Expect questions around compliance and anti-money laundering checks. Brush up on relevant regulations and be prepared to discuss how you’ve handled compliance documentation in previous roles.
