Financial Planner
Radiant Financial
full-time
Posted on:
Location Type: Hybrid
Location: Barnstaple • United Kingdom
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Salary
💰 £NaN per year
About the role
- 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.
Requirements
- Strong background in financial planning
- Proven success delivering high-quality client service
- Experience within a fee-based financial planning environment
- Excellent understanding of the full financial planning process
- University degree or equivalent industry experience
- FCA-recognised qualifications
Benefits
- Work–life balance: Flexible hybrid working
- Generous time off: 28 days holiday + bank holidays + your birthday off
- Financial security: 4x salary death‑in‑service, up to 5 years income protection, 5% employer‑matched pension
- Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support & retail discounts
- Career development: Access to the Radiant Academy to support your professional journey
- Team culture: Join a collaborative, supportive and forward‑thinking team
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningportfolio optimizationclient service
Soft Skills
relationship buildingcollaborationcommunication
Certifications
FCA-recognised qualifications