Radiant Financial

Financial Planning and Analysis

• Preparing MiFID costs & charges statements
• Establishing a professional relationship with clients, striving to deliver a level of excellence
• Processing letters of authority, ensuring all documents are uploaded
• Preparing updated client Portfolio Reports for Review Meetings
• Booking & confirming Review appointments
• Monitoring company inbox and taking incoming calls

Financial Services Administrator – Servicing Team

• Identify, engage and onboard suitable clients through networking and relationship building.
• Provide proactive, ongoing financial planning advice tailored to clients’ changing circumstances.
• Work closely with paraplanners and support staff to ensure client instructions are completed efficiently.
• Develop new opportunities with existing clients to optimise their portfolios.
• Collaborate with the Financial Education Team where required.
• Build and maintain relationships with professional introducers.
• Liaise with external professionals involved in clients’ financial affairs.
• Maintain up-to-date technical knowledge through qualifications, CPD and training.

Financial Services Administrator – Servicing Team

Financial Planner