Radiant Financial
Paraplanner
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Paraplanner - Hybrid
Location
Newcastle, Barnstaple, Market Harborough, or Birmingham (Hybrid - able to commute 1 day per week to one of these offices)
Employment Type
Full-Time - 35 hours (with an early Friday finish)
Department
Paraplanning
Salary
Up to £48,000 depending on experience
About the Role
“Take your Paraplanning career further with Radiant — flexible hours, hybrid working, early finish 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 Paraplanning team and looking for a detail-oriented professional who thrives on delivering high-quality technical support and helping create positive client outcomes.
This is more than a traditional Paraplanning role. It's an opportunity to join a forward-thinking financial planning firm where your expertise is valued, your development is supported, and your contribution directly impacts the advice we deliver. Working alongside our Financial Planners, you'll play a key role in helping clients achieve their financial goals through technical research, cashflow modelling, and bespoke financial planning recommendations.
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Why Join Radiant?
- Early finish every Friday at 2:15pm and flexible hybrid working
- 28 days annual leave plus bank holidays, with an additional day off for your birthday
- 4x salary death-in-service cover
- Up to 5 years income protection
- 5% employer-matched pension contributions
- MediCash healthcare benefits, including 24/7 GP access, mental health support, and retail discounts
- Ongoing learning and career development through the Radiant Academy
- A supportive and collaborative culture where people genuinely enjoy working together
What You'll Be Doing
Working closely with our Financial Planners, you'll help deliver exceptional advice and client outcomes by:
- Conducting in-depth technical research across pensions, investments, protection, inheritance tax planning, trusts, and wider financial planning strategies.
- Producing accurate cashflow models to support client recommendations and long-term planning.
- Drafting bespoke suitability reports and recommendation documents.
- Liaising with clients, solicitors, accountants, and other professional advisers to support the advice process.
- Supporting advice implementation, applications, and compliance processes.
- Maintaining FCA standards and embedding Consumer Duty principles throughout the client journey.
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What You'll Bring
- Chartered Financial Planner status, or be working towards achieving it.
- Proven experience as a Paraplanner within a financial planning or wealth management environment.
- Strong technical knowledge of pensions, investments, and tax-efficient planning strategies.
- Excellent report-writing skills with the ability to communicate complex information clearly and effectively.
- Experience using cashflow modelling software, CRM systems, and financial research platforms.
- A proactive, collaborative approach combined with exceptional attention to detail.
Apply Now
If you're ready to take the next step in your paraplanning career, develop your technical expertise, and join a business that values technical excellence, collaboration, and professional development, we'd love to hear from you.
Please note: All successful applicants will be required to undergo background screening, including police and bankruptcy checks.
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