Job Advert

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

What We’r...