Financial Advisers operate under highly regulated Financial Services legislation and are professionally qualified to provide specialist knowledge to clients who want advice on managing their own finances.

Some 3.2 million adults in the UK received financial advice on investments 12 months prior to a government report in July 2017.   

Some advisers or Financial Planners cover a whole range of products and services including insurance and savings, whilst others may concentrate on selling pension schemes to other organisations (for their employees) or providing investment information or pensions and mortgage advice to individual private clients.

Working in this sector requires Professional Qualifications and adherence to specific regulatory legislation - combined with a detailed knowledge and understanding of the market to enable you to advise customers on the schemes and products that fit their financial position.

Whilst Professional Qualifications are need to progress, many organisations now look at other relevant experience and apprenticeship options when recruiting new starters, and look to assisting employees in obtaining the relevant qualifications required.

Did You Know?
Each year there are 30,000 applications to UK's damaged note service, with claims totalling a value of £18 million. In 2008, there were 4,916 claims (totalling £113,000) for bank notes which had been eaten by pets.

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6 Job roles in this sector

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AAT Trainee
Closing Date:
30th September 2019
Salary:
£8,199.75 - £15,475.85
Location:
Great Yarmouth, Norfolk
As a trainee accountant you will follow formal training for the Association of Accounting Technicians (AAT) qualification alongside on the job training. You will get started on real client work, such as accounts preparation, as soon as you have settled in.
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ATT Tax Apprentice
Closing Date:
4th October 2019
Salary:
£8,199.75 - £15,475.85
Location:
Bury St Edmunds, Suffolk
We offer a full training package which includes professional training for the ATT qualification, along with a structured approach to training in the office which will allow you to learn how to prepare accounts, calculate tax liabilities and many other skills t...
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Apprenticeships and work experience at top companies—apply now!
A few amazing apprenticeship opportunities at top companies — earn while you learn!
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Our Programmes
We’ve offered Early in Career programmes at BDO for several years and we’re fully committed to the support and development of all trainees entering our firm.
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Face to Face Finance: Join our team
From time to time, opportunities arise for a new member to join our team. This includes the chance to join us as an apprentice where you’ll get training on the job, earn a salary with paid holidays, and gain qualifications. We’re passionate about giving you a...
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Work Experience
Closing Date:
1st March 2018
Ensors is committed to providing a structured work experience programme that allows an insight into the world of business. You will spend time in various departments shadowing our Managers and team members to gain an understanding of how Ensors Accountancy pr...
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