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- Tasks: Support financial planners by preparing reports and maintaining client files.
- Company: Join Radiant Financial Planning, a growing team in Birmingham.
- Benefits: Enjoy 28 days holiday, flexible working, and early finishes on Fridays.
- Other info: Dynamic environment with opportunities for professional growth and development.
- Why this job: Kickstart your career in finance with hands-on experience and training.
- Qualifications: Must have started level 4 diploma and have some financial services experience.
The predicted salary is between 28800 - 42000 £ per year.
Location: Market Harborough or Birmingham (Hybrid)
Employment Type: Full-Time (with an early Friday finish)
Department: Paraplanning
Salary: Competitive, based on experience
“Start your Paraplanning journey with Radiant — hybrid working, early Fridays, and a team that’s behind you every step of the way.”
Shape Your Career in Financial Planning with Radiant
Are you looking to break into paraplanning with the right support, training, and structure? At Radiant Financial Planning, we’re expanding our Central Paraplanning team and are looking for a motivated Trainee Paraplanner to join our vibrant, forward-thinking business.
You’ll be part of a supportive and collaborative team, where your development is a priority and your work-life balance is respected. This isn’t just a job — it’s a chance to build a long-term career with access to high-quality training, real client cases, and a structured path toward your Level 4 qualification.
Why Join Radiant?
We believe people thrive when they’re supported, trusted, and given room to grow. When you join Radiant, you’ll benefit from:
Work-life balance: Early finish every Friday at 2:15pm and flexible hybrid working.
Generous leave: 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.
Career development: Full access to the Radiant Academy — our in-house training and development programme supporting your journey to becoming a qualified paraplanner.
Supportive team culture: Join a group of friendly professionals who believe in working hard, learning together, and enjoying what we do.
“I started in the servicing hub not knowing exactly where I wanted my career to go. I’ve been given support, training, and the space to learn from brilliant people — and now I’m on track to becoming a fully qualified paraplanner.”
— Trainee Paraplanner, Radiant
What You’ll Be Doing
As a Trainee Paraplanner, you’ll work with experienced paraplanners and financial planners to learn how great advice is built — from research and report writing to client interaction and regulatory standards. You’ll:
- Draft basic suitability reports (e.g., withdrawals, top-ups, switches, Bed & Isa).
- Learn how to conduct fund analysis and calculate relevant tax figures.
- Collect required documentation including illustrations and application forms.
- Liaise with clients and professional contacts under supervision.
- Support the implementation of advice and ensure key compliance requirements are met.
What You’ll Bring
We’re not looking for the finished article — we’re looking for potential, drive, and a great attitude.
- Some experience in financial services (admin, support, or customer-facing roles welcome).
- You’ve made a start on your Level 4 Diploma (at least 1–2 modules completed).
- An eagerness to build technical knowledge in pensions, investments, and tax planning.
- Clear communication skills and the ability to stay organised.
- A desire to grow within a structured, supportive training environment like the Radiant Academy.
- A team mindset and strong attention to detail.
Apply Now
If you’re ready to launch your paraplanning career in a firm that values growth, support, and opportunity — 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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Trainee Paraplanner employer: Radiant Financial
Contact Detail:
Radiant Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector on LinkedIn or at local events. We can’t stress enough how valuable personal connections can be in landing that Trainee Paraplanner role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your suitability reports or any relevant projects to interviews. This will demonstrate your attention to detail and technical knowledge, which are key for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Paraplanner role. Highlight any relevant experience in financial services and showcase your understanding of the financial planning process. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a Trainee Paraplanner and how your skills align with our needs. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail: As a Trainee Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so show us you’re meticulous right from the start!
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’re considered for the role. Plus, it shows you’re keen on joining our team at Radiant Financial Planning!
How to prepare for a job interview at Radiant Financial
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and tax planning. Familiarise yourself with the key responsibilities of a Trainee Paraplanner, like writing suitability reports and understanding MiFID requirements.
✨Showcase Your Attention to Detail
Since this role requires a high level of detail orientation, be prepared to discuss examples from your past experiences where your attention to detail made a difference. Whether it’s in report writing or managing client files, highlight how you ensure accuracy and compliance.
✨Practice Your Communication Skills
As a Trainee Paraplanner, you'll need to communicate effectively with clients and advisers. Practice articulating complex financial concepts in simple terms. You might even want to prepare a mock suitability report to demonstrate your writing skills during the interview.
✨Be Ready for Scenario Questions
Expect questions that assess how you would handle specific situations, such as dealing with client queries or liaising with legal advisers. Think through potential scenarios and how you would approach them, showcasing your problem-solving skills and client-focused mindset.