Working within small businesses or large organizations such as banks, giving clients specialist advice on how to manage their money.
Occupational Profile
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 client, researching the marketplace and recommending the most appropriate products and services available. Financial advisers may specialize 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. 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.
Summary of standard
https://www.instituteforapprenticeships.org/apprenticeship-standards/financial-adviser/
Full standard
https://www.instituteforapprenticeships.org/media/1197/financial_adviser.pdf
