Paraplanner

Location: Newcastle, Barnstaple, Market Harborough or Birmingham (Hybrid)

Employment Type: Full-Time (with an early Friday finish)

Department: Paraplanning

Salary: Competitive, based on experience

“Take your Paraplanning career further with Radiant — hybrid working, early 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 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.

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: Medi Cash 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.

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.

• 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.

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.