Financial Services Administrator (Servicing Team)

Financial Services Administrator

 📍 Location: Birmingham or Barnstaple or Market Harborough (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

Preparing MiFID costs & charges statements  

Establishing a professional relationship with clients, striving to deliver a level of excellence

Processing letters of authority, ensuring all documents are uploaded

Preparing updated client Portfolio Reports for Review Meetings 

Booking & confirming Review appointments​

Monitoring company inbox and taking incoming calls

✅ What You’ll Bring

Knowledge

Must have excellent understanding of the financial planning process

Must have excellent communication skills and telephone manner 

Must have excellent oral & written English language skills 

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.