Guidance

Providing financial advice apprenticeships

Types of apprenticeships that you can apply for in the providing financial advice sector.

This apprenticeship trains you to advise on financial matters like investments, pensions and savings.

Training opportunities

Financial adviser’s help people make the most out of their money, whatever they have. A career in financial advice is about working with people to plan their financial goals, whether that’s choosing a mortgage, investing their savings or planning for their retirement.

You’ll be meeting clients, staying up-to-date with financial markets, negotiating prices with providers of financial products and putting together financial plans based on your client discussions.

Types of apprenticeships

This is a higher level providing financial advice apprenticeship. You could train in roles like:

  • restricted retail investment adviser (formerly known as a tied financial adviser)
  • independent retail investment adviser (formerly known as an independent financial adviser)

Apply for a providing financial advice apprenticeship

You can become an apprentice in England if you’re:

  • 16 or over
  • eligible to work in England
  • not in full-time education