Join to apply for the Paraplanner role at Radiant Financial
1 day ago Be among the first 25 applicants
Join to apply for the Paraplanner role at Radiant Financial
Get AI-powered advice on this job and more exclusive features.
Salary: Competitive, depending on experience
About the Role
We are looking for a detail-oriented and proactive Paraplanner to join our growing team at Radiant Financial Planning Limited. In this key role, you’ll provide full paraplanning support to our Financial Planners, ensuring exceptional client service, technical accuracy, and regulatory compliance across all advice provided.
You will be responsible for preparing high-quality suitability reports, conducting research, building cash flow models, and supporting the end-to-end advice process to help deliver outstanding outcomes for clients.
Key Responsibilities
Paraplanning & Client Support
• Prepare and maintain accurate client files and documentation
• Support Financial Planners with client reviews and cash flow modelling
• Conduct thorough research to identify suitable financial planning solutions
• Draft high-quality suitability reports and prepare supporting recommendation materials
• Liaise with clients’ legal and tax advisers where necessary
• Support with the implementation of advice, including applications and compliance checks
• Contribute to building and maintaining strong, trusted client relationships
Compliance & Quality Assurance
• Ensure all activity aligns with FCA regulations and internal standards
• Maintain up-to-date knowledge of regulatory changes, including Consumer Duty principles
• Uphold high standards of documentation and record-keeping
• Attend relevant training to support ongoing competence and CPD
Consumer Duty Responsibilities
You will be expected to embed the four key pillars of Consumer Duty into your day-to-day work:
• Consumer Understanding – Ensuring clients have the right information at the right time
• Price and Value – Ensuring the recommendations deliver fair value
• Product and Services – Ensuring suitability and appropriate outcomes
• Consumer Support – Ensuring service is responsive, accessible, and effective
Employees may also be required from time to time to carry out additional duties as requested by their manager.
What We’re Looking For
Knowledge & Expertise
• Strong understanding of financial planning concepts across pensions, investments, and protection
• Experience building cash flow models and preparing suitability reports
• Comfortable working with CRM systems and financial research tools
Experience & Qualifications
• Previous paraplanning experience within a financial planning or wealth management firm
• Level 4 Diploma in Regulated Financial Planning (or working towards it)
• Experience liaising with professional advisers (e.g. solicitors, accountants) is an advantage
Skills & Personal Attributes
• High attention to detail and commitment to quality
• Strong written and verbal communication skills
• Professional, personable, and client-focused
• Self-motivated and able to work both independently and as part of a team
• Organised, adaptable, and able to manage multiple deadlines
What’s In It For You?
* Flexible hybrid working arrangement
* Early finish every Friday at 2:15pm
* Additional day off for your birthday
* 4x salary death-in-service cover
* Income protection cover for up to 5 years
* MediCash benefits including 24/7 GP access and retail discounts
* 5% employer-matched pension contributions
* Access to the Radiant Academy for ongoing training and career development
You must be willing to undergo background screening, including police and bankruptcy checks.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
Referrals increase your chances of interviewing at Radiant Financial by 2x
Get notified about new Paraplanner jobs in Birmingham, England, United Kingdom.
Birmingham, England, United Kingdom 4 weeks ago
West Midlands, England, United Kingdom 1 week ago
Birmingham, England, United Kingdom 1 week ago
Asset & Wealth Management - Control Office - Analyst - Birmingham
West Midlands, England, United Kingdom 6 days ago
Tamworth, England, United Kingdom 2 weeks ago
Internal Audit, Transaction Banking, Analyst, Birmingham
West Midlands, England, United Kingdom 1 week ago
Audit (Business and Finance) | Analyst | Birmingham
West Midlands, England, United Kingdom 1 week ago
West Midlands, England, United Kingdom 2 weeks ago
Compliance - Financial Crime (Business Intelligence Group), Analyst, Birmingham
West Midlands, England, United Kingdom 6 days ago
Coventry, England, United Kingdom 4 weeks ago
Birmingham, England, United Kingdom 1 day ago
Swindon, England, United Kingdom 1 week ago
Birmingham, England, United Kingdom 1 day ago
Birmingham, England, United Kingdom 3 weeks ago
West Midlands, England, United Kingdom 1 week ago
Case Administrator - PDU Birmingham Central & South. (Ref: 8386)
Birmingham, England, United Kingdom 1 week ago
Birmingham, England, United Kingdom 21 hours ago
Coventry, England, United Kingdom 6 days ago
Royal Sutton Coldfield, England, United Kingdom 4 weeks ago
Brierley Hill, England, United Kingdom 1 month ago
West Midlands, England, United Kingdom 2 weeks ago
Birmingham, England, United Kingdom 3 weeks ago
Solihull, England, United Kingdom 18 hours ago
Coventry, England, United Kingdom 4 weeks ago
Inhouse Corporate Finance Analyst - Acquisitions
Birmingham, England, United Kingdom 1 week ago
Senior Credit Analyst - SME Credit Decisioning
West Midlands, England, United Kingdom 1 day ago
West Midlands, England, United Kingdom 1 week ago
Hockley Heath, England, United Kingdom 1 month ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr