Well done on completing your Level 3 Financial Services Administrator Apprenticeship! This page is here to guide you on the next steps in your career, including further study and opportunities to develop skills for progression in financial services.
Level 4 Financial advisor
Financial advisers operate in a highly regulated environment and in order to give financial advice, they must have professional qualifications and demonstrate a high degree of integrity, adherence to a code of ethics and be committed to maintaining their professional development and knowledge.
L6 Financial Services Professional
The Financial Services industry encompasses a broad range of businesses that manage, or consult around managing money. These include retail and corporate banking, investment management, investment consulting, investment banking, mortgages, and life and pensions.
CEMAP (LIBF) VS CERTIFICATE IN MORTGAGE ADVICE (CII)
Financial advisor
The role involves researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs, and then securing a sale.
Mortgage Adviser
As a mortgage adviser, you'll advise them on the pros and cons of each product and help them determine how much they should borrow.
Paraplanner
As a paraplanner, you'll: prepare and write finance reports. research financial funds and products. provide admin support to financial advisers.