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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Audit Graduate - Public Sector Assurance (BDO UK LLP)
Closing Date:
31st August 2019
Salary:
Competitive + benefits
Location:
Ipswich, Suffolk
Our structured Initial Professional Development programme will help you to develop your career in whichever direction it takes by supporting you to study for your professional qualifications (ACA or CA) whilst working in different industry sectors and location...
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Audit Apprenticeship - Public Sector Assurance (BDO UK LLP)
Closing Date:
31st August 2019
Salary:
Competitive + benefits
Location:
Ipswich, Suffolk
You will work as a part of a team, all of whom will be highly supportive, and there are plenty of opportunities to socialise together as well. Many people choose to specialise in an industry sector, perhaps even gaining a reputation as a leading expert in thei...
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Tax Apprenticeship (BDO UK LLP)
Closing Date:
31st August 2019
Salary:
Competitive + benefits
Location:
Ipswich, Suffolk
A BDO client will generally have some short – term goals and a long- term vision; but standing in their way will often be a number of tax-related issues. Our Job is to act as guides through the complex, ever- changing landscape of tax legislation, to help our...
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Audit Internship
Closing Date:
31st August 2019
Location:
Norwich, Norfolk
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Audit Apprenticeship - Public Sector Assurance
Closing Date:
31st August 2019
Salary:
Competitive + benefits
Location:
Ipswich, Suffolk
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Audit Apprenticeship
Closing Date:
31st August 2019
Salary:
Competitive + benefits
Location:
Ipswich, Suffolk
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