Paraplanner

Job Description

Paraplanner

Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish) Department: Paraplanning Salary: Up to £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.

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.

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

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.

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.