At a Glance
- Tasks: Conduct research, build cash flow models, and draft reports for clients.
- Company: Join Radiant Financial Planning, a supportive and collaborative team.
- Benefits: Enjoy early finishes, generous holidays, and health benefits.
- Other info: Flexible hybrid working with a friendly team culture.
- Why this job: Shape the future of financial planning while developing your skills.
- Qualifications: Experience as a Paraplanner and Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 30000 - 40000 £ per year.
Location: Newcastle, Barnstaple, Market Harborough or Birmingham (Hybrid)
Employment Type: Full-Time (with an early Friday finish)
Department: Paraplanning
Salary: Competitive, based on experience
“Take your Paraplanning career further with Radiant — hybrid working, early Fridays, and a team that’s got your back.”
Shape the Future of Financial Planning with Radiant
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.
Apply Now
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 Newcastle upon Tyne employer: Radiant Financial
At Radiant Financial Planning, we pride ourselves on being an exceptional employer that prioritises work-life balance and employee development. With a supportive team culture, competitive benefits including generous holiday allowances and health support, and a commitment to professional growth through the Radiant Academy, we offer a fulfilling environment for Paraplanners looking to advance their careers in a hybrid working model across vibrant locations like Newcastle, Barnstaple, Market Harborough, or Birmingham.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Newcastle upon Tyne
✨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 Paraplanner in Newcastle upon Tyne
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.
