Apprentice Financial Planning Assistant

Location: Birmingham or Market Harborough
Job Type: Full-time Apprenticeship

Kick-start your career in financial services with a fantastic opportunity to join a growing financial planning team.
We’re looking for a motivated and detail-oriented Apprentice Financial Planning Assistant to support a Financial Planner and gain hands-on experience in a regulated, professional environment.

The Role
You’ll play a key role in keeping client work organised, accurate and compliant, while developing your knowledge of financial planning.

Career Development - This role offers clear progression, with opportunities to:

Attend client meetings
Assist with reports and reviews
Build technical knowledge (pensions, investments, protection)
Progress into a more client-facing financial planning role

Strong attention to detail and organisation skills
Confident communication (written and verbal)
Interest in financial services and willingness to learn
Comfortable using systems and Microsoft Office
Proactive, reliable and team-focused approach

Support with case management and workflow tracking
Prepare and check client files for accuracy and compliance
Update systems and ensure records are complete
Help capture and maintain key client information
Assist with quality checking and reducing administrative errors

We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you’ll benefit from:

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 + bank holidays, plus 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: A collaborative, approachable group of professionals who value both excellence and support

Ready to start your career in financial planning? Apply today.

Radiant Financial

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