Senior Strategic Advisor joining ASO Pharmacy Business and Market Development Team. Managing pharmacy financials, rebate tracking, and client distribution process for Blue Cross NC.
About the role
- Experienced Financial Services Administrator handling administration for life, pensions, and investments with a focus on client servicing. Working in a hybrid environment from Birmingham or Market Harborough.
Responsibilities
- Ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner
- Work from our Birmingham or Market Harborough office, but with the ability to work from home
- 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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Coordenador Financeiro at Grupo Tigre managing Crédito e Cobrança operations with a focus on risk mitigation. Leading teams and ensuring adherence to financial policies.
Financial Analyst at Grupo Positivo responsible for cash management and financial planning with bank relationships. Seeking candidates with financial expertise and hybrid work preferences.
Analista Financeiro Pleno managing financial routines, ensuring accuracy in payments and collections in a growing retail company. Opportunity to work in a diverse and innovative environment.
Senior Director managing financial planning and strategy at BlueRock Therapeutics. Overseeing enterprise financial frameworks and capital allocation decisions.
Finance Director shaping financial strategy and operational effectiveness for Humana. Leading financial health initiatives in the Intermountain Region and fostering collaboration across departments.
Director Finance overseeing financial operations for Humana's Medicaid Plan in Florida. Focusing on strategic management, financial reporting, and audit activities while providing leadership in state partnerships.
Building financial systems at Ramp to enable companies to manage billions. Collaborating with finance teams to develop AI - powered tools and internal systems for financial professionals.
Investment & Financial Consultant role at iAdvise Financial Services focusing on client advisory and financial planning. Join a dynamic team committed to making a difference in clients' financial futures.
FP&A Expert providing expertise in application/process specialization to support business operations at JTI. Responsible for resolution of incidents and delivering solutions to users while maintaining documentation.