Paraplanner in Market Harborough

Paraplanner in Market Harborough

Market Harborough Full-Time 28800 - 48000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support Financial Planners by conducting research and drafting reports for clients.
  • Company: Join Radiant Financial Planning, a supportive and collaborative team.
  • Benefits: Enjoy early finishes, generous holidays, and health benefits.
  • Why this job: Make a real impact in financial planning while developing your skills.
  • Qualifications: Experience as a Paraplanner and a Level 4 Diploma in Regulated Financial Planning.
  • Other info: Flexible hybrid working with a focus on work-life balance.

The predicted salary is between 28800 - 48000 £ per year.

Location: Market Harborough or Birmingham (Hybrid)

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

Department: Paraplanning

Salary: Competitive, based on experience

“Take your Paraplanning career further with Radiant — hybrid working, early Fridays, and a team that’s got your back.”

Are you an experienced Paraplanner looking to build on your technical expertise while working in a supportive, collaborative environment? At Radiant Financial Planning, we’re growing our Central/Technical Paraplanning teams and searching for a detail-driven professional who thrives on producing high-quality financial planning support that makes a real difference to clients. This is more than a paraplanning role—it’s an opportunity to become part of a forward-thinking, friendly team where your skills are valued, your development is supported, and your work-life balance is a priority.

Why Join Radiant?

  • Work-life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working, with only one day in the office required.
  • Generous holiday package: 28 days annual leave + bank holidays, plus 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.
  • Professional growth: Ongoing training and career development through the Radiant Academy.
  • Friendly team culture: Join a collaborative, approachable group of professionals who value both excellence and support.

What You’ll Be Doing

Working closely with a pool of Financial Planners, you’ll play a key role in delivering first-class advice and building lasting client relationships. You’ll:

  • Conduct in-depth research across pensions, investments, protection, and holistic financial planning.
  • Build accurate cash flow models to bring client financial futures to life.
  • Draft bespoke suitability reports and recommendation documents.
  • Liaise with clients, solicitors, accountants, and other advisers to ensure the best outcomes.
  • Support with advice implementation, applications, and compliance processes.
  • Uphold FCA standards and embed Consumer Duty principles in every client interaction.

What You’ll Bring

  • Proven experience as a Paraplanner within financial planning or wealth management.
  • Level 4 Diploma in Regulated Financial Planning.
  • A strong grasp of pensions, investments, and tax‑efficient strategies.
  • Excellent report writing skills and the ability to present complex information clearly.
  • Confidence with cash‑flow modelling tools, CRM systems, and financial research platforms.
  • A collaborative, proactive approach and meticulous attention to detail.
  • A keenness to develop your technical knowledge.

If you’re ready to take the next step in your paraplanning career—developing your technical skills, working alongside a team that values you, and helping clients achieve their goals— we’d love to hear from you.

Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.

Paraplanner in Market Harborough employer: Radiant Financial Group

Radiant Financial Planning is an exceptional employer that prioritises your professional growth and work-life balance. With a supportive team culture, flexible hybrid working arrangements, and generous benefits including an early finish every Friday, 28 days of annual leave, and comprehensive health and wellbeing support, you will thrive in an environment that values your contributions and fosters your development.
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Contact Detail:

Radiant Financial Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner in Market Harborough

Tip Number 1

Network like a pro! Get out there and connect with other professionals in the financial planning world. Attend industry events, join online forums, or even hit up LinkedIn to make those valuable connections that could lead to your next role.

Tip Number 2

Prepare for interviews by practising common paraplanning questions. We all know that confidence is key, so rehearse your answers and think about how you can showcase your experience and skills in pensions, investments, and report writing.

Tip Number 3

Don’t just apply for jobs—research the companies! Understand their culture, values, and what they’re looking for in a Paraplanner. This will help you tailor your approach and show them why you’d be a great fit for their team.

Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our supportive and collaborative team at Radiant.

We think you need these skills to ace Paraplanner in Market Harborough

In-depth Research
Cash Flow Modelling
Report Writing
Client Liaison
Compliance Knowledge
FCA Standards
Consumer Duty Principles
Pensions Knowledge
Investment Strategies
Tax-Efficient Strategies
CRM Systems Proficiency
Financial Research Platforms
Attention to Detail
Collaborative Approach
Proactive Mindset

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, especially your skills in report writing and cash flow modelling. We want to see how your background aligns with what we’re looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how you can contribute to our friendly team. Don’t forget to mention your commitment to client outcomes and your proactive approach.

Showcase Your Technical Skills: We’re keen on your technical expertise, so be sure to showcase your knowledge of pensions, investments, and tax-efficient strategies. Mention any relevant tools or platforms you’ve used, as this will help us see your fit for the role.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Radiant Financial Group

Know Your Stuff

Make sure you brush up on your knowledge of pensions, investments, and tax-efficient strategies. Radiant is looking for someone who can demonstrate a strong grasp of these areas, so be prepared to discuss your experience and how you've applied this knowledge in past roles.

Showcase Your Report Writing Skills

Since drafting bespoke suitability reports is a key part of the role, bring along examples of your previous work if possible. This will not only highlight your writing skills but also show your ability to present complex information clearly, which is crucial for this position.

Be Ready to Collaborate

Radiant values a collaborative approach, so be prepared to discuss how you've worked with financial planners or other professionals in the past. Share specific examples of how you contributed to team success and built lasting client relationships.

Ask Insightful Questions

Prepare some thoughtful questions about the company culture, ongoing training opportunities, and how they support work-life balance. This shows that you're genuinely interested in being part of their friendly team and that you value the supportive environment they offer.

Paraplanner in Market Harborough
Radiant Financial Group
Location: Market Harborough

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