Vacancy Description
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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:
What We’r...
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...
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