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Radiant Financial

Consolidates financial services and tax planning.

Integrations Training Consultant

Corporate & Technical TrainingConfirmed live in the last 24 hours
Full-timeUnited KingdomHybrid

About the Job

Requirements

  • A Level 4 Diploma is essential.
  • Strong understanding of financial planning processes, client servicing, and the regulated advice environment.
  • Previous experience delivering training, coaching, or supporting the development of colleagues.
  • Ability to explain complex information clearly and practically and manage stakeholders.
  • Strong organisational skills and ability to adapt to changing priorities and environments.
  • Willingness and ability to travel extensively across the UK, including regular overnight stays.
  • Ability to build credibility quickly through a collaborative, approachable style.

Responsibilities

  • Plan, coordinate, and deliver role-specific training for acquired businesses before, during, and after integration into Radiant, including on-site support to help colleagues apply learning in live operational environments.
  • Deliver learning through workshops, coaching sessions, drop-in training, virtual learning, and refresher training, tailored to individual and team needs.
  • Create and maintain training materials, process guides, manuals, and supporting resources to help colleagues adopt new systems, regulatory requirements, and operational processes.
  • Work with integration leads and departmental managers to align training with integration plans, operational readiness, and business objectives.
  • Monitor training effectiveness, assess ongoing learning needs, and identify opportunities for continuous improvement.
  • Support onboarding, system training, and development initiatives across the wider business.

Desired Qualifications

  • Experience supporting acquisitions, integrations, system migrations, or organisational change.
  • Knowledge of Intelligent Office, Dynamic Planner, CashCalc, and FE Analytics.
  • A recognised training, coaching, or learning and development qualification.

About the Company

Radiant Financial

Consolidates financial services and tax planning.

Radiant Financial Group consolidates financial services firms to provide a comprehensive suite of services for individuals and UK businesses. What they do: they combine financial advice, tax planning for individuals, and employee benefits, corporate structure, and tax arrangements for UK businesses under one umbrella. How their product works: through a network of like-minded firms, Radiant offers coordinated guidance across personal finances and corporate needs, leveraging shared processes and resources to deliver integrated advice and products. How they differ from competitors: instead of offering a single product or niche service, Radiant focuses on bringing multiple specialist firms together to provide a wide, coordinated range of financial and tax services under one group. What their goal is: to help clients access a broad, aligned set of financial solutions and tax strategies by connecting multiple expert firms into a unified platform.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Great Bowden, United Kingdom
Founded
2020

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