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.
