Financial adviser

This role is open to graduates of most subjects.

Particularly relevant subjects include:

• financial services
• business management
• accountancy

Once you finish your course, you could apply to join a finance company or a bank as a graduate trainee adviser.

Entry requirements

You'll usually need:

• 2 to 3 A levels, or equivalent, for a degree

More Information

• equivalent entry requirements|https://www.gov.uk/what-different-qualification-levels-mean/list-of-qualification-levels
• student finance for fees and living costs|https://www.gov.uk/student-finance
• university courses and entry requirements|https://www.ucas.com/

You could apply to do an apprenticeship, with a financial organisation, such as:

• Financial Adviser Level 4 Higher Apprenticeship
• Paraplanner and Financial Planner Level 4 Higher Apprenticeship
• Financial Services Professional Level 6 Degree Apprenticeship

Entry requirements

You'll usually need:

• 4 or 5 GCSEs at grades 9 to 4 (A* to C) and A levels, or equivalent, for a higher or degree apprenticeship

More Information

• equivalent entry requirements|https://www.gov.uk/what-different-qualification-levels-mean/list-of-qualification-levels
• guide to apprenticeships|https://www.gov.uk/apprenticeships-guide

You could start as a financial services administrator, pensions administrator or customer services adviser and work your way up.

To do this, you'll need to study for a level 4 qualification in financial advice recognised by the Financial Conduct Authority .

These include:

• Diploma in Regulated Financial Planning from the Chartered Insurance Institute
• Diploma for Financial Advisers from Walbrook Institute London
• Investment Advice Diploma from the Chartered Institute for Securities and Investment

If you work in pensions, you could do qualifications offered by the Pensions Management Institute , while you move into an adviser role.

Registrations

you'll need to register as an 'approved person' by the Financial Conduct Authority

Further Information

You can find more information about working in financial services from Walbrook Institute London or Pension Careers .

As a financial adviser, you could:

• talk to clients about their finances and plans
• research financial products and explain them simply and clearly
• negotiate with providers of financial products
• produce financial reports
• update clients about their pensions and investments
• meet performance and sales targets
• keep up to date with new products and law changes

You could work in an office, from home, at a client's home or in a contact centre.