At a Glance
- Tasks: Support Financial Planners by preparing client documents and conducting research for financial planning.
- Company: Join Radiant Financial Planning, a supportive and innovative team.
- Benefits: Enjoy flexible hybrid working, generous holiday, and health benefits.
- Other info: Early finish every Friday and opportunities for professional growth.
- Why this job: Combine your technical skills with client interaction in a rewarding financial planning role.
- Qualifications: Experience as a Paraplanner and a Level 4 Diploma in Regulated Financial Planning required.
The predicted salary is between 40000 - 50000 £ per year.
Location: Market Harborough or Birmingham (Hybrid)
Employment Type: Full-Time (with an early Friday finish)
Department: Paraplanning
Salary: Competitive, based on experience
“Combine technical expertise with client relationships in a role that puts you at the heart of the financial planning journey.”
Are you an experienced Paraplanner looking for a more varied role that combines technical expertise with direct client involvement? At Radiant Financial Planning, we’re looking for a Technical Assistant to work closely alongside a dedicated Financial Planner, helping to deliver exceptional financial planning experiences for clients. This is a fantastic opportunity for someone who enjoys both the analytical side of financial planning and the people-focused aspects of building strong professional relationships.
You’ll play a pivotal role throughout the client journey—from gathering information and supporting meetings to conducting research, preparing recommendations, and helping an adviser stay organised and focused on delivering outstanding advice. This is more than a technical support role—it's an opportunity to become a trusted partner to a Financial Planner, gain greater client exposure, and further develop your career within a supportive and forward-thinking business.
What You’ll Bring- Proven experience as a Paraplanner within financial planning and a Level 4 Diploma in Regulated Financial Planning.
- Strong technical knowledge across pensions, investments, protection, and personal financial planning.
- Excellent communication skills with confidence interacting directly with clients and professional connections.
- Strong organisational skills and the ability to manage multiple priorities effectively.
- Experience writing suitability reports and financial planning recommendations.
- Confidence using cashflow modelling software, CRM systems, and financial research tools.
- A proactive, relationship-focused approach with exceptional attention to detail.
- A desire to continually develop technical knowledge and progress within the financial planning profession.
This role is ideal for an experienced Paraplanner who enjoys the technical side of financial planning but would like greater exposure to clients, advisers, and the wider advice process. It's also perfect for someone considering a future career as a Financial Planner and looking to develop their experience through closer involvement in client meetings and adviser support.
What You’ll be Doing- Assist with the preparation and completion of client fact finds and ongoing client reviews.
- Build strong relationships with clients, acting as a trusted point of contact throughout the advice process.
- Attend client meetings with the Financial Planner where appropriate, taking notes, capturing actions, and supporting follow-up activity.
- Liaise with clients, solicitors, accountants, mortgage advisers, and other professional contacts to gather information and progress cases.
- Help coordinate and organise the Financial Planner’s workload, ensuring actions, reviews, and client servicing activities are completed efficiently.
- Conduct in-depth research across pensions, investments, protection, and holistic financial planning solutions.
- Build accurate cashflow models to support client recommendations.
- Draft bespoke suitability reports and recommendation documents.
- Support with advice implementation, applications, and compliance processes.
- Ensure all client records and documentation are complete, accurate, and compliant.
- Uphold FCA standards and embed Consumer Duty principles in every client interaction.
- Work-life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working, with only one day a week 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.
If you’re ready to take the next step in your financial planning career—combining technical expertise with client interaction, working closely with a Financial Planner, and helping clients achieve their goals we would love to hear from you.
Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Paraplanner - Technical Assistant 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 Paraplanner - Technical Assistant in Birmingham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Radiant Financial. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Radiant Financial.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Radiant Financial. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner - Technical Assistant in Birmingham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Radiant Financial and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Radiant Financial how you can be a team player!
How to prepare for a job interview at Radiant Financial
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Radiant Financial.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Radiant Financial's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
