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- Tasks: Join us as a Paraplanner, supporting Financial Planners with client documentation and research.
- Company: Radiant Financial Planning Limited is a growing firm focused on exceptional client service and financial advice.
- Benefits: Enjoy flexible hybrid working, 28 days holiday, early finishes, and comprehensive health benefits.
- Why this job: Be part of a dynamic team that values quality, client relationships, and ongoing professional development.
- Qualifications: Previous paraplanning experience and a Level 4 Diploma in Regulated Financial Planning are preferred.
- Other info: Background screening, including police checks, is required for this role.
The predicted salary is between 28800 - 43200 £ 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
“Take your Paraplanning career further with Radiant — hybrid working, early Fridays, and a team that’s got your back.”
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?
We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you’ll benefit from:
- 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 parapanning 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.
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Paraplanner employer: Radiant Financial
Contact Detail:
Radiant Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and Consumer Duty principles. This knowledge will not only help you in your role but also demonstrate your commitment to compliance during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who are already working as paraplanners. They can provide insights into the role and may even refer you to opportunities within their firms.
✨Tip Number 3
Practice building cash flow models and drafting suitability reports. Having examples of your work ready to discuss can set you apart from other candidates and show your practical skills.
✨Tip Number 4
Prepare to discuss how you maintain high standards of documentation and record-keeping. Being able to articulate your approach to quality assurance will highlight your attention to detail, a key attribute for this role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and financial planning. Emphasise your skills in preparing suitability reports, cash flow modelling, and your understanding of FCA regulations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your attention to detail. Mention specific experiences that demonstrate your ability to support Financial Planners and maintain high standards of compliance.
Showcase Relevant Qualifications: Clearly list your qualifications, especially the Level 4 Diploma in Regulated Financial Planning or any progress towards it. Highlight any previous paraplanning experience and familiarity with CRM systems.
Demonstrate Client-Focused Skills: In your application, provide examples of how you've built strong client relationships and delivered exceptional service. This will show that you understand the importance of consumer support and value in financial planning.
How to prepare for a job interview at Radiant Financial
✨Know Your Financial Planning Concepts
Make sure you have a solid understanding of financial planning concepts, especially around pensions, investments, and protection. Brush up on these topics before the interview, as they are crucial for the role of a Paraplanner.
✨Prepare for Technical Questions
Expect to be asked about your experience with cash flow models and suitability reports. Be ready to discuss specific examples from your past work that demonstrate your technical skills and attention to detail.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to liaise with clients and professional advisers. Practice articulating your thoughts clearly and concisely, both in writing and verbally, to showcase your strong communication skills during the interview.
✨Demonstrate Your Client-Focused Approach
Highlight your commitment to exceptional client service. Be prepared to discuss how you've built and maintained strong client relationships in the past, and how you plan to uphold the principles of Consumer Duty in your work.
