Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 66 days ago

Financial Services Administrator (IFA)

Radiant Financial4 open roles

Pay
£32,000 a year
Where
Birmingham, United Kingdom
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowFinancial Services Administrator (IFA)Radiant Financial · Birmingham, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Radiant Financial's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Radiant Financial postings stay open a median of 2 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: posted 66 days ago

Radiant Financial median: 2 days open

The posting

Job description

Financial Services Administrator (IFA) 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 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.

What You'll be Doing

Client Servicing & Review Support

  • 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.

Job benefits

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.

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Radiant Financial's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Radiant Financial's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Radiant Financial's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.