IFA Admin Specialist - Hybrid, Early Friday Finish

Radiant Financial Group; Birmingham; Hybrid; GBP 19,000 - 32,000; Full time

Benefits offered by this job

Early finish Fridays (2:15pm)

Hybrid work model

Birthday off

4x salary death-in-service cover

5% employer pension match

MediCash health benefits

Job summary

Radiant Financial Group is seeking an experienced Financial Services Administrator (IFA) to support our Client Relationship team. The role is based in Market Harborough or Birmingham with hybrid working and an early Friday finish, and offers up to £32,000 depending on experience.

You will manage administration for life, pensions and investments, ensuring service levels are met and timely issue/escalation of tasks.

Qualifications

• Proven experience in an IFA financial services administration role.
• Excellent communication skills and professional telephone manner.
• Strong written and verbal English literacy.

Responsibilities

• Book, confirm and prepare for Annual Review appointments and client review packs.
• Prepare and issue Periodic Suitability Reports and complete post‑meeting actions.
• Process Letters of Authority, death claims and address changes with accurate documentation.
• Liaise with providers and update plans/fees on Intelliflo or iO systems.
• Manage ad-hoc administration requests and ensure AML/compliance checks are completed.

Skills

IFA administration

Client servicing

Communication

IT skills

English literacy

Tools

Intelliflo

iO

Excel

Job description

Radiant Financial Group is seeking an experienced Financial Services Administrator (IFA) to support our Client Relationship team. The role is based in Market Harborough or Birmingham with hybrid working and an early Friday finish, and offers up to £32,000 depending on experience.

You will manage administration for life, pensions and investments, ensuring service levels are met and timely issue/escalation of tasks.