Deliver banking, investment, insurance, pensions and more

Financial services are about much more than simply money management. They deliver the bank accounts that protect our personal finances, the loans that we obtain to set up businesses, the mortgages we use to buy our homes, the insurance policies we take out to protect our cars, and the pensions that preserve our way of life in old age.

The provision of all of these services requires a workforce of highly skilled professionals dedicated to excellent customer service, ethical business and strict compliance with regulations. Above all, they must be committed to preserving the rights of the consumer and providing unparalleled service in a challenging fiscal environment. Apprenticeships offer a solid, accessible route into a financial services career, in banking, investment, insurance and pensions, at organisations ranging from the high street branches of banks to global investment management firms.

You will gain many transferable skills within the finance industry, including teamwork, project management, problem solving and communication, which are all highly valued by employers.

There is an increasing number of apprenticeships in this sector, reflecting the growth of these services and the need for highly skilled professionals. Actuaries are needed to develop financial models, using their mathematical skills to measure the probability and risk of future events, and their financial impact on a business or individuals. Professional economists are also needed to produce rigorous, relevant and impactful economic analysis to drive decision-making.

Don’t forget to check out the range of accountancy, credit control and taxation roles on offer, too, which are forever in demand and require a constant stream of skilled professionals to fill.

The Apprenticeship Guide sector head

Accounting and taxation professional

Provide financial information and advice to different organisations Accountancy and taxation professionals are recognised around the world as respected leaders in accountancy, taxation, finance and business. From providing strategic business

Accounts assistant

Assist the team of accountants with junior accounting duties An accounts assistant, also known as a finance assistant, is an integral part of the team responsible for maintaining an efficient

Actuarial technician

Help colleagues to build mathematical models to make financial predictions for clients The actuarial profession is a diverse sector that focuses on the management of uncertainty and risk. Actuarial teams


Use mathematical skills to measure the probability and risk of future events, and their financial impact An actuary engages in financial modelling, using mathematical skills to measure the probability and

Assistant accountant

Carry out routine financial activities and support for businesses and organisations of all types and sizes An assistant accountant provides support to internal and external customers and will work either

Compliance or risk officer

Give basic advice to financial services organisations on the rules they must follow All financial services organisations need a dedicated compliance or risk officer who is an expert in the

Credit controller or debt collection specialist

Manage credit and collect monies owed for businesses and other organisations Given the importance of credit management, your role will be central to many operations, typically setting policies, facilitating sales, managing

Credit controller/collector

Monitor and manage customer accounts, and follow financial policies to collect money owed to organisations Credit management is a critical function in every business, as it ensures that they are

Debt adviser

Assess a customer’s full circumstances and provide suitable advice A debt adviser can work at local authorities, charities and commercial organisations, all of which provide free debt advice to customers.

Financial adviser

Give clients specialist advice on how to manage their money A financial adviser provides clients with specialist advice on how to manage their money. As an apprentice, you may be