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?
Businesses in the UK could benefit by around £100m over the next 10 years due to a recent update to insurance rules that were over 100 years old!

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4 Job roles in this sector

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Customer Service Adviser - Part Time 12 Month FTC - Kings Lynn
Closing Date:
10th May 2018
Salary:
£16,000 - £16,823 basic
Location:
Kings Lynn, Norfolk
At Santander we're aiming to make everything simpler for customers and colleagues. When our customers visit one of our branches you will be their first point of contact, offering a personal and efficient service backed up by a great range of products. That wil...
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Actuarial Apprentice
Salary:
£20,250
Location:
Norwich, Norfolk
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Grant Thornton Work Experience
Closing Date:
28th February 2018
At Grant Thornton, we do work experience differently. Our work experience programme is a unique insight and development programme that will give you a taste of what it's like to work in professional services. To apply to our programme you'll need to be in Year...
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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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Customer Service Advisor Apprentice
Customer Service Advisor Apprentice (video)
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