Financial Planner

Radiant Financial; Birmingham, Market Harborough, Doncaster; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Early finish Fridays 2:15pm

Flexible hybrid working

28 days annual leave + holidays

Death-in-service 4x salary

Employer-matched pension 5%

MediCash health benefits

Job summary

Radiant Financial is seeking a Financial Planner/IFA to deliver tailored financial planning advice remotely, with travel to Birmingham, Market Harborough or Doncaster as required. You will build lasting client relationships, identify new business opportunities, and drive recurring revenue through excellent client outcomes.

You will work with Paraplanners and Administrators to deliver an exceptional client experience while ensuring all advice adheres to FCA regulations and Consumer Duty.

Qualifications

• Previous experience as a Financial Planner, Financial Adviser or Independent Financial Adviser (IFA).
• Strong relationship-building and business development skills.
• Ability to deliver holistic financial planning advice across a range of client needs.
• Excellent understanding of FCA regulations and Consumer Duty requirements.
• Excellent communication and client relationship management skills.

Responsibilities

• Build and maintain strong relationships with new and existing clients, providing ongoing financial planning advice.
• Generate new business through referrals, professional connections, networking and internal partnerships.
• Collaborate with Paraplanners, Administrators and other contacts to deliver an exceptional client experience.
• Ensure all advice is delivered in line with FCA regulations and Consumer Duty requirements.
• Maintain professional competence through CPD, training and development.

Job description

Financial Planner / Independent Financial Adviser (IFA)

Location:

Remote, with flexibility required to travel to Birmingham, Market Harborough or Doncaster when required.

Salary:

Competitive Salary + Bonus + Benefits

As a Financial Planner, you will provide tailored financial planning advice to clients aligned with Radiant's client and investment propositions. You'll be responsible for developing and maintaining strong client relationships, identifying new business opportunities, and generating recurring revenue through excellent client outcomes.

Key Responsibilities

• Build and maintain strong relationships with new and existing clients, providing ongoing financial planning advice tailored to their evolving needs and objectives.
• Generate new business through referrals, professional connections, networking and internal business partnerships.
• Work collaboratively with Paraplanners, Administrators and other professional contacts to deliver an exceptional client experience and identify further planning opportunities.
• Ensure all advice is delivered in line with FCA regulations, company standards and Consumer Duty requirements.
• Maintain professional competence through ongoing CPD, training and development, ensuring all regulatory requirements are met.

What We're Looking For

• Previous experience as a Financial Planner, Financial Adviser or Independent Financial Adviser (IFA).
• Strong relationship-building and business development skills.
• Ability to deliver holistic financial planning advice across a range of client needs.
• Excellent understanding of FCA regulations and compliance requirements.
• Strong communication and client relationship management skills.
• Committed to Consumer Duty principles and delivering positive client outcomes.

Consumer Duty

You’ll play a key role in ensuring positive customer outcomes through:

• Consumer Understanding – Ensuring information is provided at the right time and in a way clients can understand to make informed decisions.
• Price and Value – Delivering products and services that represent fair value and meet client needs.
• Products and Services – Ensuring recommendations are suitable, fit for purpose and aligned to the needs of the target market.
• Consumer Support – Providing responsive and effective support throughout the client journey.

Why Join Radiant?

• Work-life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working, with only one day in the office required.
• Generous holiday package: 28 days annual leave plus bank holidays, and 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.
• Professional growth: Ongoing training and career development through the Radiant Academy.
• Friendly team culture: Join a collaborative, approachable team of professionals who value both excellence and support.

Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.