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- Tasks: Support Financial Planners by conducting research and drafting reports for clients.
- Company: Radiant Financial Planning, a supportive and collaborative workplace.
- Benefits: Early finish Fridays, generous holiday, health benefits, and professional growth opportunities.
- Other info: Flexible hybrid working with a focus on work-life balance.
- Why this job: Join a friendly team and make a real impact in financial planning.
- Qualifications: Experience as a Paraplanner and Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 36000 - 60000 £ per year.
Shape the Future of Financial Planning with Radiant
Location: Market Harborough or Birmingham (Hybrid)
Employment Type: Full-Time (with an early Friday finish)
Department: Paraplanning
Salary: Competitive, based on experience
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 Birmingham employer: Radiant Financial
Contact Detail:
Radiant Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Birmingham
✨Network Like a Pro
Get out there and connect with people in the financial planning industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching Radiant and understanding their values. Practice common paraplanning questions and think of examples from your experience that showcase your skills. Remember, we want to see your passion for financial planning shine through!
✨Showcase Your Skills
Bring your A-game by preparing a portfolio of your work. Include reports you've drafted or cash flow models you've created. This will give us a tangible sense of your capabilities and how you can contribute to our team at Radiant.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining our fantastic team at Radiant.
We think you need these skills to ace Paraplanner in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience, especially in areas like pensions and investments, to show us you’re the right fit for Radiant.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to join our friendly team and how your background aligns with our values. Keep it personal and engaging—let us see your personality!
Showcase Your Technical Skills: Since we’re looking for someone with a strong grasp of financial planning tools, make sure to mention any relevant software or systems you’ve used. This will help us understand how you can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. 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
✨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. This will not only highlight your excellent report writing skills but also give you a chance to explain your thought process and how you present complex information clearly.
✨Be Ready to Collaborate
Radiant values a collaborative approach, so think about times when you've worked closely with financial planners or other professionals. Be ready to share specific examples that showcase your proactive nature and how you contribute to a team environment.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, ongoing training opportunities, and how they support work-life balance. This shows you're genuinely interested in being part of their friendly team and that you value the supportive environment they promote.