Trainee Paraplanner

Radiant Financial • Permanent • Remote (Birmingham, West Midlands, England, United Kingdom) • 6d ago

Trainee Paraplanner

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

“Start your Paraplanning journey with Radiant — hybrid working, early Fridays, and a team that’s behind you every step of the way.”

Shape Your Career in Financial Planning with Radiant

Are you looking to break into paraplanning with the right support, training, and structure? At Radiant Financial Planning, we’re expanding our Central Paraplanning team and are looking for a motivated Trainee Paraplanner to join our vibrant, forward-thinking business.

You’ll be part of a supportive and collaborative team, where your development is a priority and your work-life balance is respected. This isn’t just a job — it’s a chance to build a long-term career with access to high-quality training, real client cases, and a structured path toward your Level 4 qualification.

Why Join Radiant?

We believe people thrive when they’re supported, trusted, and given room to grow. When you join Radiant, you’ll benefit from:

Work-life balance: Early finish every Friday at 2:15pm and flexible hybrid working.

Generous leave: 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: MediCash benefits including 24/7 GP access, mental health support, and retail discounts.

Career development: Full access to the Radiant Academy — our in-house training and development programme supporting your journey to becoming a qualified paraplanner.

Supportive team culture: Join a group of friendly professionals who believe in working hard, learning together, and enjoying what we do.

“I started in the servicing hub not knowing exactly where I wanted my career to go. I’ve been given support, training, and the space to learn from brilliant people — and now I’m on track to becoming a fully qualified paraplanner.”

— Trainee Paraplanner, Radiant

What You’ll Be Doing

As a Trainee Paraplanner, you’ll work with experienced paraplanners and financial planners to learn how great advice is built — from research and report writing to client interaction and regulatory standards. You’ll:

Draft basic suitability reports (e.g., withdrawals, top-ups, switches, Bed & ISA).

Learn how to conduct fund analysis and calculate relevant tax figures.

Collect required documentation including illustrations and application forms.

Liaise with clients and professional contacts under supervision.

Support the implementation of advice and ensure key compliance requirements are met.

What You’ll Bring

We’re not looking for the finished article — we’re looking for potential, drive, and a great attitude.

Some experience in financial services (admin, support, or customer-facing roles welcome).

You’ve made a start on your Level 4 Diploma (at least 1–2 modules completed).

An eagerness to build technical knowledge in pensions, investments, and tax planning.

Clear communication skills and the ability to stay organised.

A desire to grow within a structured, supportive training environment like the Radiant Academy.

A team mindset and strong attention to detail.

Apply Now

If you're ready to launch your paraplanning career in a firm that values growth, support, and opportunity — 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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