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Corporate benefits junior consultant / financial planner

Financial planner
Posted: 13 December
Offer description

Corporate Benefits Junior Consultant / Financial Planner Location: Home-Based (with frequent travel) Employment Type: Full-Time Salary: Up to £45,000 (depending on experience) We’re looking for a motivated Corporate Benefits Junior Consultant to join our growing team. This is a client-facing role where you’ll manage a portfolio of corporate clients, delivering expert advice on pensions, employee benefits, wellbeing, and online services. You’ll also have the opportunity to provide financial planning advice to Directors and senior employees, while driving new business opportunities from both existing and new clients. Why Join Radiant? We believe people do their best work when they feel supported and valued. At Radiant, you’ll enjoy: ✅ Work-life balance: Early finish every Friday at 2:15pm 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: Access to the Radiant Academy for structured training and progression ✅ Team culture: A collaborative, approachable group of professionals who value excellence and support What You’ll Be Doing Portfolio Management Develop and implement strategic benefit plans tailored to client needs Lead annual pension governance and review group risk and PMI schemes Organise and run employee and executive 1:1 sessions for advice and guidance Collaborate with advisor teams to identify new opportunities within the portfolio New Business Development Grow your existing client portfolio through proactive relationship management Convert new leads into long-term corporate and individual clients Build and manage a pipeline of new business opportunities Compliance & Reporting Ensure all activity meets FCA regulations and internal compliance standards Maintain accurate client agreements and documentation Keep detailed records in the CRM system What We’re Looking For Knowledge & Expertise Strong understanding of DC pensions, group risk, and PMI (training provided if needed) Familiarity with auto-enrolment legislation and wellbeing strategies Experience with digital benefits platforms and HR tech solutions Experience & Qualifications Level 4 Diploma, RDR Qualified (highly desirable) Experience managing a corporate benefits portfolio Training in group risk, healthcare, and pensions will be provided Skills & Attributes Excellent communication and relationship-building skills Confident presenter and negotiator High integrity and professionalism Able to work independently and collaboratively Proficient in Microsoft Office and CRM systems If you’re ready to take the next step in your career and join a team that values growth and support, 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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