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 working, generous holidays, and health benefits.
- Other info: Great opportunity for career growth and professional development.
- Why this job: Combine technical skills with client interaction in a rewarding financial planning role.
- Qualifications: Experience as a Paraplanner and Level 4 Diploma in Regulated Financial Planning required.
The predicted salary is between 30000 - 40000 £ per year.
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 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.
Why Join Radiant?
- 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.
What You'll Be Doing
Working alongside a dedicated Financial Planner, you'll be a key part of delivering high-quality financial planning advice and exceptional client experiences. You'll:
- 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.
What You'll Bring
- Proven experience as a Paraplanner within financial planning and 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.
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'd love to hear from you.
Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Paraplanning Assistant - Technical 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 Paraplanning Assistant - Technical 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 Paraplanning Assistant - Technical 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.
