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- Tasks: Join us as a Trainee Paraplanner, supporting planners and ensuring top-notch client service.
- Company: Radiant Financial Planning is a dynamic firm focused on delivering exceptional financial advice.
- Benefits: Enjoy 28 days holiday, flexible working, early finishes, and comprehensive health benefits.
- Why this job: Be part of a supportive team, gain valuable experience, and develop your career in finance.
- Qualifications: Must have started your level 4 diploma with 1-2 passes; experience in financial services preferred.
- Other info: Hybrid working available; background checks required.
The predicted salary is between 28800 - 43200 £ per year.
Trainee Paraplanner
Department: Paraplanning
Employment Type: Full-Time
Location: Market Harborough (Hybrid)
Salary: Competitive, depending on experience
About the Role
We are looking for a detail-oriented and proactive Trainee
Paraplanner to join our growing team at Radiant Financial Planning Limited. In this key role, you’ll be part of the servicing hub at Radiant, dealing predominately with servicing cases. You will write suitability reports to support planners, ensuring exceptional client service, technical accuracy, and regulatory compliance across all advice provided.
Key Responsibilities
Paraplanning & Client Support
- Prepare and maintain client files and client reviews.
- Prepare recommendations and suitability reports
– basic suitability reports for withdrawals, top ups, switches, ‘Bed to ISA’ etc. - Identify areas for planning (produce a pre review summary if required)
- Fund Analysis
- Obtain illustration, application forms, KFD and other supporting information.
- Tax calculations
- Deal effectively with queries from clients and other parties.
- Liaise with client’s legal and tax advisers (ifapplicable)
- Oversee implementation of recommendations, completion of application forms and ensure all compliance is in order.
Mifid:
- Gather Information required forMifid.
- CompleteMifidSpreadsheets and letters
Consumer Duty Responsibilities
You will be expected to embed the four key pillars of Consumer Duty into your day-to-day work:
- Consumer Understanding – Ensuring clients have the right information at the right time
- Price and Value – Ensuring the recommendations deliver fair value
- Product and Services – Ensuring suitability and appropriate outcomes
- Consumer Support – Ensuring service is responsive, accessible, and effective
What We’re Looking For
Knowledge & Expertise
- Excellent understanding of the financial planning process.
- Good technical knowledge in a wide range of product areas – pensions, investments, IHT planning, tax planning, protection.
- Excellent suitability report writing skills.
- Keep up to date with new product, technical and legislative changes within the marketplace.
Experience & Qualifications
- Experience working in financial services
- Must have started your level 4 diploma and have achieved 1-2 passes
- Experience liaising with professional advisers (e.g. solicitors, accountants) is an advantage
Skills & Personal Attributes
- High attention to detail and commitment to quality
- Strong written and verbal communication skills
- Professional, personable, and client-focused
- Self-motivated and able to work both independently and as part of a team
- Organised, adaptable, and able to manage multiple deadlines
What’s In It For You?
- 28 days holiday plus bank holiday
- Flexible hybrid working arrangement
- Early finish every Friday at 2:15pm
- Additional day off for your birthday
- 4x salary death-in-service cover
- Income protection cover for up to 5 years
- MediCash benefits including 24/7 GP access and retail discounts
- 5% employer-matched pension contributions
- Access to the Radiant Academy for ongoing training and career development
You 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
Familiarise yourself with the financial planning process and the specific products mentioned in the job description, such as pensions and investments. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as paraplanners or financial advisers. Attend relevant events or join online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Stay updated on the latest regulatory changes and consumer duty principles in financial services. Being knowledgeable about these topics will not only prepare you for the role but also show your commitment to compliance and client service during interviews.
✨Tip Number 4
Prepare to discuss your experience with writing suitability reports and how you ensure accuracy and compliance. Think of examples from your past roles where you demonstrated attention to detail and client-focused service, as these are key attributes for a Trainee Paraplanner.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and any qualifications related to the role. Emphasise your understanding of the financial planning process and your suitability report writing skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role of Trainee Paraplanner. Mention specific skills that align with the job description, such as attention to detail and strong communication skills, and explain why you want to work at Radiant Financial Planning Limited.
Showcase Relevant Experience: In your application, include examples of your previous work or projects that demonstrate your ability to prepare client files, conduct fund analysis, and liaise with professional advisers. This will show your practical understanding of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Trainee Paraplanner.
How to prepare for a job interview at Radiant Financial
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of the financial planning process, including pensions, investments, and tax planning. Brush up on key concepts and be ready to discuss how they apply to the role of a Trainee Paraplanner.
✨Showcase Your Report Writing Skills
Since writing suitability reports is a key responsibility, prepare examples of your previous work or practice writing a mock report. Highlight your attention to detail and ability to convey complex information clearly.
✨Demonstrate Client-Focused Mindset
Radiant Financial Planning values exceptional client service. Be prepared to discuss how you would ensure clients receive the right information at the right time and how you would handle client queries effectively.
✨Prepare for Technical Questions
Expect questions about regulatory compliance and the latest changes in financial products. Stay updated on current trends and be ready to discuss how these impact your work as a Trainee Paraplanner.
