IFA Administrator

Radiant Financial Group; Birmingham; Hybrid; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Early Friday finish (2:15pm)

Hybrid working

Birthday off

Death-in-service cover 4x salary

Income protection (up to 5 years)

Employer-matched pension 5%

MediCash with GP access

Job summary

Radiant Financial Group is seeking an experienced Financial Services Administrator to join our Client Relationship team, based in Birmingham or Market Harborough with hybrid working. You will manage life, pensions and investments administration to completion, ensuring service levels are met and compliance is observed.

You'll hit the ground running with strong IFA administration experience, excellent communication skills and proficiency with Intelliflo, Excel and databases, while enjoying an

Qualifications

• Proven experience in an IFA Financial Services Administration role.
• Excellent communication skills and a professional telephone manner.
• Strong written and verbal English literacy.

Responsibilities

• Book, confirm and prepare for Annual Review appointments with client packs.
• Prepare and issue Periodic Suitability Reports and post-meeting actions.
• Process Letters of Authority, death claims and change of address requests.
• Liaise with providers and update plans/fees on Intelliflo.
• Handle ad-hoc administration requests and AML checks.
• Maintain and update tasks on iO with accuracy.
• Establish and maintain relationships with clients and provide progress updates.

Skills

IFA admin experience

Communication skills

English literacy

Tools

Intelliflo

Job description

Location: Market Harborough or Birmingham (Hybrid)

Employment Type: Full-Time (with an early Friday finish!)

Salary: Up to £32,000, depending on experience

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.

This is a great opportunity for someone with IFA administration experience to join the Radiant Financial team and grow their career within financial planning.

What You’ll Be Doing

• Book, confirm and prepare for Annual Review appointments, including client review packs and highlighting outstanding requirements to Planners


• Prepare and issue Periodic Suitability Reports and complete all post-meeting documentation and actions.

Administration & Business Processing

• Process Letters of Authority, death claims and change of address requests, ensuring accurate documentation throughout.


• Handle reallocation tasks, including liaising with providers and updating plans and fees on Intelliflo.


• Manage ad‑hoc administration requests, including tax pack preparation, uploading daily post and correspondence.


• Ensure all tasks on iO are reviewed, updated and accurately maintained.


• Obtain and record compliance documents, including completing anti‑money‑laundering checks.

Client Relationship Management and Team Coordination

• Establish and maintain professional relationships with clients, providing regular progress updates and ensuring a high standard of service.


• Prepare the weekly agenda and lead/co‑ordinate team meetings.

What You'll Bring

Knowledge & Experience

• Proven experience in an IFA Financial Services Administration role, with a strong understanding of the financial planning process


• Excellent communication skills and a professional telephone manner

Skills / Personal Attributes

• Proficient IT skills, with basic spread sheet and database knowledge.


• Highly organised, methodical, and detail-focused, with honesty and integrity at the core of your approach


• Strong written and verbal English literacy skills are essential.

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