KNOWLEDGE & EXPERTISE

• Excellent understanding of the financial planning process.
• Good technical knowledge in a wide range of product areas – pensions, investments, IHT planning, tax planning, protection.
• Excellent suitability report writing skills.Keep up to date with new product, technical and legislative changes within the marketplace.

EXPERIENCE & QUALIFICATIONS

• Experience working in financial services
• Must have started your level 4 diploma and have achieved 1-2 passesExperience 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 teamOrganised, adaptable, and able to manage multiple deadlines

ABOUT THE ROLE

We are looking for a detail-oriented and proactive Trainee Paraplanner to join our growing team at Radiant Financial Planning Limited . In this key role, you’ll be part of the servicing hub at Radiant, dealing predominately with servicing cases. You will write suitability reports to support planners, ensuring exceptional client service, technical accuracy, and regulatory compliance across all advice provided.

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