Financial adviser

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 employed in a large company, such as a bank, or within a small specialist advisory business. You’ll build long-term relationships with clients, researching the marketplace and recommending the most appropriate products and services available. You may specialise in particular products, such as selling employee pension schemes to companies or offering mortgage, pension or investment advice to private clients. Financial advisers operate in a highly regulated environment, so you’ll work toward achieving professional qualifications and will be able to demonstrate a high degree of integrity and adhere to a code of ethics. The financial adviser apprenticeship can act as a progression opportunity for those in other roles such as financial services administrator, mortgage adviser or paraplanner. Progression beyond this apprenticeship could lead to a job as a chartered financial planner, manager or business owner.

 

Duration: 24 months

Relevant school subjects: Maths

Entry requirements: Depend on employer

Achievement upon completion: Level 4 (Higher)—equivalent to a foundation degree

Potential salary upon completion: £30,000 per annum

Find out more: www.apprenticeshipguide.co.uk