Paraplanner

Description:

Paraplanner

Location: Market Harborough or Birmingham (Hybrid)
Employment Type: Full-Time (with an early Friday finish)
Department: Paraplanning
Salary: £(phone number removed) depending 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?

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 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