Radiant Financial
Paraplanner
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Paraplanner
Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish) Department: Paraplanning Salary: £35,000-42,000 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.
- 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.
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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
We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you’ll benefit from:
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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.
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.
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