Paraplanner

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: Competitive, depending on experience

“Take your Paraplanning career further with Radiant — flexible hours, hybrid working, early finish Fridays, and a team that’s got your back.”

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.

• 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
• Medi Cash 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

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.

• 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.

Please note:

All successful applicants will be required to undergo background screening, including police and bankruptcy checks.