Financial Planner

• 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.

Job requirements

• CAS Status with current employer/role.

• 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.

• Level 4 Diploma qualified.

Job 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.

Job benefits

• 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.