Financial Advisor

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A financial advisor helps individuals and businesses manage their money more effectively. They offer advice on investments, pensions, savings, insurance, mortgages, and tax planning, tailoring their guidance to each client's circumstances and goals. Financial advisors need strong communication skills, analytical abilities, and a thorough understanding of financial products and regulations. Most advisors work for banks, insurance companies, or specialist financial advice firms, while some operate independently. The role involves building long-term relationships with clients, keeping up to date with financial markets, and ensuring all advice is compliant with UK regulations. Many financial advisors specialise in areas such as retirement planning or wealth management.

Financial Advisor

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Available Apprenticeships

Please note that this may not be a comprehensive list of available apprenticeships. To view a more complete collection, visit the Find an apprenticeship service.

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Finance Assistant Apprentice

FIRST RUNG LIMITED

( Added 16 Jan 2026 - 1 position available )

<p>If you are good with numbers, like to keep things balanced, and have an interest in accounting, this apprenticeship provides you with the skills and qualifications required to start your accounting career. The role includes producing spreadsheets and timetables for staff members and ensuring training lists from Centre Managers are updated.</p>

Closing date: in 2 months

Possible start date: 30 Nov 2026

Finance Apprentice (36447)

BRENTWOOD ROMAN CATHOLIC DIOCESE TRUSTEE

( Added 23 Jul 2026 - 1 position available )

<p>To provide general support to the Finance Team, in the day to day central finance function as well as the delivery of services to parishes across the Diocese.</p>

Closing date: in 4 days

Possible start date: 28 Sep 2026

Finance Assistant Apprentice

OCM WEALTH MANAGEMENT LTD

( Added 27 Jul 2026 - 1 position available )

<p>My client is a Chartered Financial Planning Firm with a Discretionary Asset Management and Tax planning arm, as part of your role you will be, filing &amp; general admin, posting invoices, credit notes, bank payments, a interesting &amp; varied role !&nbsp;</p>

Closing date: in 13 days

Possible start date: 11 Oct 2026

Financial Services Administrator Apprentice

KIN LIFETIME PLANNING LIMITED

( Added 03 Aug 2026 - 1 position available )

<p>We are looking to appoint an administrator to support our Mortgage and Protection advisor. This role is an entry role for anyone who is looking to purse a structured apprenticeship in Financial Services Administration to gain formal qualifications, with a progression pathway onto Mortgage Advice.</p>

Closing date: in 13 days

Possible start date: 07 Oct 2026

Finance Assistant Apprentice

FIRST RUNG LIMITED

( Added 03 Aug 2026 - 1 position available )

<p>If you are you good with numbers, like to keep things balanced, and have an interest in accounting, this apprenticeship provides you with the skills and qualifications required to start your accounting career. The role includes producing spreadsheets and timetables for staff members and ensuring training lists from managers are updated.</p>

Closing date: in 3 days

Possible start date: 28 Sep 2026

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