Financial Strategy Analyst II supporting Corning Credit Union’s financial performance through data analysis and forecasting. Collaborating with finance team to enhance data - driven tools and insights.
About the role
- Experienced Financial Services Administrator ensuring effective management of life, pensions, and investments administration. Joining Client Relationship team in Birmingham or Market Harborough with hybrid work options.
Responsibilities
- 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.
- 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.
Requirements
- Must have excellent understanding of the financial planning process.
- Must have excellent communication skills and telephone manner
- Proven experience in an IFA Financial Services Administration Role
- Proficient IT skills, basic spread sheet and database knowledge.
- Good planning and effective organisational skills.
- Honesty and integrity.
- Methodological approach to work.
Benefits
- 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
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