PARAPLANNER

Location: Market Harborough or Birmingham (Hybrid)
Employment Type: Full-Time with early Finish on Fridays
Department: Paraplanning
Salary: Competitive, based on experience

EXPERIENCE & QUALIFICATIONS

• Previous experience in a Paraplanning role within financial planning or wealth management
• Chartered Financial Planner qualification or close to achieving it
• Experience liaising with professional advisers (solicitors, accountants) is a

KNOWLEDGE & SKILLS

• Strong understanding of pensions, investments, protection, and holistic financial planning
• Skilled in building cash flow models and writing suitability reports
• Competent using CRM systems and financial research tools

ABOUT THE ROLE

Are you a proactive and detail-oriented Paraplanner ready to take the next step in your career? At Radiant Financial Planning , we’re expanding our team and looking for someone who’s passionate about delivering high-quality financial planning support and making a real impact.
This is a fantastic opportunity to join a dynamic, forward-thinking firm that values flexibility , career development , and work-life balance . You’ll work closely with our Financial Planners to provide technical expertise, build cash flow models, and produce tailored suitability reports that help clients achieve their financial goals.