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?
Willis Towers Watson is a leading insurance broker which operates globally with one of its main offices located in Ipswich, along with London, New York and Mumbai. Willis Towers Watson also has links with insuring the Titanic.

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7 Job roles in this sector

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Apprentice Finance Officer
Closing Date:
5th November 2020
Salary:
£18,933
Location:
Constantine House, Ipswich, Suffolk
A fantastic opportunity has arisen for an apprentice to join our Adult and Community Services Finance Team working within the Corporate Services Directorate of Suffolk County Council.
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Actuarial Graduate
Closing Date:
13th December 2020
Salary:
£26k plus pay rises each time you pass key exams
Location:
Norwich, Norfolk
Maths can have the predictive powers of a crystal ball (seriously) and we want someone who can wield them. Do you think you’re up to the task? Then we want to hear from you!
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First Step Apprentice Accountant : Price Bailey
Closing Date:
4th December 2020
Location:
Norwich, Norfolk
The application window closes in December at which point the selection process will begin (so please don't be alarmed if you don't hear from us for a little while!).The expected start date for this role is August 2021
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Business Services & Outsourcing Apprentice
Closing Date:
4th April 2021
Location:
Ipswich, Suffolk
We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world.
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Tax Trainee
Closing Date:
25th November 2020
Salary:
Competitive
Location:
Norwich, Norfolk
We are looking for an enthusiastic trainee to join our Corporation Tax team in our Norwich office.Our tax department has a significant number of corporate clients for which we prepare tax returns, advise on tax payments and provide strategic tax advice. The w...
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Our Apprenticeships
Our Apprenticeships are a great opportunity for you to explore your interests, discover new ones and make an impact on millions of lives, all while getting paid. Each one of our programmes belongs to one of three job families. Not sure where'd you'd like to st...
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