Previous experience as a Financial Planner, Financial Adviser, or Independent Financial Adviser.
Ability to deliver holistic financial planning advice across a range of client needs.
Understanding of Financial Conduct Authority regulations and compliance requirements.
Commitment to Consumer Duty principles and delivering positive client outcomes.
Level 4 Diploma qualification.
Responsibilities
Build and maintain 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 with Paraplanners, Administrators, and other professional contacts to deliver a strong client experience and identify further planning opportunities.
Deliver advice in line with Financial Conduct Authority regulations, company standards, and Consumer Duty requirements.
Maintain professional competence through ongoing continuing professional development, training, and development, and meet regulatory requirements.
The Opportunity
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.
You'll play a key role in ensuring the delivery of 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.
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.
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.
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.
Radiant has acquired Barnstaple-based Irvine Financial Services, which has £136m in AUA, as well as 8 members of staff, including 3 advisers. The group has