At a Glance
- Tasks: Support financial planners by conducting technical analysis and engaging directly with clients.
- Company: Radiant Financial, a forward-thinking firm focused on quality client service.
- Benefits: Flexible working options, competitive salary, and opportunities for professional growth.
- Other info: Dynamic work environment with a commitment to FCA standards and Consumer Duty.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Strong analytical skills and a passion for client-focused financial planning.
The predicted salary is between 30000 - 40000 £ per year.
Radiant Financial is seeking a Technical Assistant (Paraplanner) to work alongside a Financial Planner, delivering high-quality financial planning for clients.
The role blends technical analysis with direct client involvement in a supportive, forward-thinking environment.
You will gather information, prepare recommendations, and help advisers stay organised, while ensuring FCA standards and Consumer Duty are embedded in every interaction.
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Hybrid Paraplanner: Tech Specialist with Client Focus 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.
