Radiant Financial

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.

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.

Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Business Processing team. You will ensure all new business and servicing business is processed accurately, promptly and in line with compliance requirements. The role requires strong attention to detail, clear documentation, and the ability to manage tasks within strict service-level deadlines. The position also includes monitoring client cash balances on a monthly basis and liaising with Planners and Clients to ensure portfolios remain appropriately aligned. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training 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 Generous time off: 28 days holiday + bank holidays + 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 Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing New Business & Servicing Processing Process a variety of new business types, including: Pension and ISA transfers and new money, protection applications, EIS/VCT, withdrawals, fund switches and trading Ensure all required compliance documentation is in place prior to submission. Update the back-office system in line with the advice journey, ensuring all notes are accurate, clear and detailed. Manage business from submission through to completion, keeping clients informed of progress. Liaise with Planners and wider team members as necessary. Review client cash balances across various provider platforms on a monthly basis. Identify high or low balances and liaise with Planners and Clients to ensure portfolios remain aligned with recommendations. What You ll Bring Knowledge Strong understanding of the financial planning process. Experience processing business across a variety of provider platforms. Excellent communication skills, including professional telephone manner. High standard of written and spoken English. Experience Proven experience working within an IFA Financial Services Administration role (essential). Skills and Attributes Proficient IT skills, including spreadsheets and databases. Strong planning and organisational abilities. High level of accuracy and attention to detail. Methodical approach to workload management. Demonstrates honesty and integrity in all aspects of work. Consumer Duty You must maintain an understanding of the four pillars of Consumer Duty and how they relate practically to the execution of your role. Your attendance at relevant Consumer Duty training is mandated to ensure that your knowledge and experience remains up to date. The Consumer Duty pillars are: Consumer Understanding - Consumers are equipped to make good decisions. Information is made available at the right time and is understandable. Price and Value Products and services should be sold at a price that reflects their value. There should be no excessively high fees. Product and Services The firm s products and services should be fit for purpose. The terms match the target consumer needs and products and services work as expected. Consumer Support Customer service should be responsive and helpful. It should be as easy to complain about or switch and cancel products or services as it was to buy them. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.

Technical Assistant (Paraplanner) Location : Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish) Department: Paraplanning Salary: Competitive, based on experience Combine technical expertise with client relationships in a role that puts you at the heart of the financial planning journey. Shape the Future of Financial Planning with Radiant Are you an experienced Paraplanner looking for a more varied role that combines technical expertise with direct client involvement? At Radiant Financial Planning, we're looking for a Technical Assistant to work closely alongside a dedicated Financial Planner, helping to deliver exceptional financial planning experiences for clients. This is a fantastic opportunity for someone who enjoys both the analytical side of financial planning and the people-focused aspects of building strong professional relationships. You'll play a pivotal role throughout the client journey from gathering information and supporting meetings to conducting research, preparing recommendations, and helping an adviser stay organised and focused on delivering outstanding advice. This is more than a technical support role it's an opportunity to become a trusted partner to a Financial Planner, gain greater client exposure, and further develop your career within a supportive and forward-thinking business. 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 a week 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 alongside a dedicated Financial Planner, you'll be a key part of delivering high-quality financial planning advice and exceptional client experiences. You'll: Assist with the preparation and completion of client fact finds and ongoing client reviews. Build strong relationships with clients, acting as a trusted point of contact throughout the advice process. Attend client meetings with the Financial Planner where appropriate, taking notes, capturing actions, and supporting follow-up activity. Liaise with clients, solicitors, accountants, mortgage advisers, and other professional contacts to gather information and progress cases. Help coordinate and organise the Financial Planner's workload, ensuring actions, reviews, and client servicing activities are completed efficiently. Conduct in-depth research across pensions, investments, protection, and holistic financial planning solutions. Build accurate cashflow models to support client recommendations. Draft bespoke suitability reports and recommendation documents. Support with advice implementation, applications, and compliance processes. Ensure all client records and documentation are complete, accurate, and compliant. Uphold FCA standards and embed Consumer Duty principles in every client interaction. What You'll Bring Proven experience as a Paraplanner within financial planning and Level 4 Diploma in Regulated Financial Planning. Strong technical knowledge across pensions, investments, protection, and personal financial planning. Excellent communication skills with confidence interacting directly with clients and professional connections. Strong organisational skills and the ability to manage multiple priorities effectively. Experience writing suitability reports and financial planning recommendations. Confidence using cashflow modelling software, CRM systems, and financial research tools. A proactive, relationship-focused approach with exceptional attention to detail. A desire to continually develop technical knowledge and progress within the financial planning profession. This role is ideal for an experienced Paraplanner who enjoys the technical side of financial planning but would like greater exposure to clients, advisers, and the wider advice process. It's also perfect for someone considering a future career as a Financial Planner and looking to develop their experience through closer involvement in client meetings and adviser support. Apply Now If you're ready to take the next step in your financial planning career combining technical expertise with client interaction, working closely with a Financial Planner, 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.