Financial Services Administrator

We are looking for an experienced Financial Services Administrator (Client Delivery Lead) 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 either our Market Harborough or Birmingham 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. 

Key Accountabilities Include

• 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.

Person Specification

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

What’s in it for you?

• 28 days holiday, plus bank holidays


• Flexible hybrid working


• 2:15pm finish on Fridays


• Birthday day off


• Income protection for up to 5 years


• MediCash online discounts and cashback plus 24-hour access to a GP


• 4x salary death in service


• 5% matched pension contributions
  


• Access to the Radiant Academy (to support future career aspirations).