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Financial Advisor

The Role: Financial advisers provide their clients with specialist advice on how to manage their money. They may be employed in large companies such as banks or within small specialist advice businesses. The role involves building long term valued relationships with clients, researching the marketplace and recommending the most appropriate products and services available.

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Apprenticeship overview

Financial advisers may specialise in particular products, depending on their clients, such as selling employee pension schemes to companies or offering mortgage, pension or investment advice to private clients.

24 Months
Qualification Type
Qualification Achieved
Level 4 Financial Advisor Apprenticeship Standard
Programme Delivery

  • Facilitated Workshops
  • E-learning
  • 1-to-1 coaching
  • Collaborative learning
  • Shadowing
  • Mentoring

 The Person:

  • You have a passion for finance.
  • You have great customer service skills.
  • You enjoy following process.
  • You have an eye for detail.
  • You pride yourself on your integrity.

Responsibilities often include:

  • Building long term relationships clients.
  • Researching the market and making recommending products and services.
  • Offer advice in a highly regulated environment.
  • Cash flow modelling.
  • Using IT systems and maintaining records.

Typical Employers:

  • Advice and wealth management firms.
  • Building societies.
  • Banks.
  • Financial services firms.

Key Skills for Financial Advisors:

  • Excellent communication skills.
  • An interest in the financial services sector.
  • Research skills.
  • high levels of organisation.

Why MetaGedu Apprenticeships?

First Line Manager
  •  The knowledge, skills and behaviours you need to succeed
  • Custom-designed apprenticeships
  • Use what you learn immediately in the workplace
  • Personal attention and support for all apprentices
  • Career development and mentoring programme