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.
