At a Glance
- Tasks: Provide tailored financial planning advice and build strong client relationships.
- Company: Join Radiant, a supportive and innovative financial services company.
- Benefits: Enjoy flexible working, generous holidays, and health benefits.
- Other info: Collaborative team culture with ongoing training and development opportunities.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Experience as a Financial Planner and strong relationship-building skills required.
The predicted salary is between 40000 - 50000 £ per year.
Financial Planner / Independent Financial Adviser (IFA)
Location: Remote, with flexibility required to travel to Birmingham, Market Harborough or Doncaster when required.
As a Financial Planner, you will provide tailored financial planning advice to clients aligned with Radiant's client and investment propositions.
You'll be responsible for developing and maintaining strong client relationships, identifying new business opportunities, and generating recurring revenue through excellent client outcomes.
Key Responsibilities
- Build and maintain strong relationships with new and existing clients, providing ongoing financial planning advice tailored to their evolving needs and objectives.
- Generate new business through referrals, professional connections, networking and internal business partnerships.
- Work collaboratively with Paraplanners, Administrators and other professional contacts to deliver an exceptional client experience and identify further planning opportunities.
- Ensure all advice is delivered in line with FCA regulations, company standards and Consumer Duty requirements.
- Maintain professional competence through ongoing CPD, training and development, ensuring all regulatory requirements are met.
What We're Looking For
- Previous experience as a Financial Planner, Financial Adviser or Independent Financial Adviser (IFA).
- Strong relationship-building and business development skills.
- Ability to deliver holistic financial planning advice across a range of client needs.
- Excellent understanding of FCA regulations and compliance requirements.
- Strong communication and client relationship management skills.
- Committed to Consumer Duty principles and delivering positive client outcomes.
- Level 4 Diploma qualified.
- Consumer Duty
You'll play a key role in ensuring positive customer outcomes through
- Consumer Understanding – Ensuring information is provided at the right time and in a way clients can understand to make informed decisions.
- Price and Value – Delivering products and services that represent fair value and meet client needs.
- Products and Services – Ensuring recommendations are suitable, fit for purpose and aligned to the needs of the target market.
- Consumer Support – Providing responsive and effective support throughout the client journey.
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 plus bank holidays, and 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: Medi Cash 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 team of professionals who value both excellence and support.
Ready to take the next step? Apply now with your CV.
Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks
Financial Planner in Birmingham employer: Radiant Financial
Radiant is an exceptional employer that prioritises work-life balance and employee wellbeing, offering flexible hybrid working arrangements and an early finish every Friday. With a generous holiday package, comprehensive health benefits, and a commitment to professional growth through the Radiant Academy, employees are supported in their career development while enjoying a collaborative and friendly team culture. This role as a Financial Planner not only allows for meaningful client interactions but also provides the opportunity to thrive in a supportive environment that values excellence and positive client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Birmingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Radiant Financial. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Birmingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Radiant Financial.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Radiant Financial's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Radiant Financial
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Radiant Financial.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Radiant Financial will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Radiant Financial employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
