Apprentice Financial Adviser (IFA)

Summary

The role is a great opportunity to become a fully qualified financial advisor. You will learn from both the company director and our other in-house financial adviser, learning the role to become fully competent throughout the apprenticeship.

Wage

£22,000 a year

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Training course

Financial adviser (level 4)

Hours

Monday to Thursday 9am - 5pm, Friday 9am to 3pm. Hybrid (wfh available on some days) (The hours can be flexible - sometimes we will need you to work in an evening when the client is available. In such cases the hours can be worked less on other days)

33 hours a week

Start date

Monday 1 September 2025

Duration

2 years 3 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

The role of a financial adviser is very varied and will require some travel.

You will learn to advise clients on a wide range of financial products. Areas such as:

Pension switching
Regular contributions to pensions
Other tax efficient investment solutions

A large percentage of our clients are self-employed business owners so you will also need to learn and advise on business protection insurance.

Throughout the training, you will shadow both of the company directors to learn about mortgages and protection. You will learn:

The back office administrative tasks
Compliance areas
Advice areas

You will need to speak to clients to gather the required information. Fact finding with clients takes place on both phone and video calls and occasionally face to face.

You will learn the financial planning side of things such as pensions and investments by supporting and learning from our financial adviser. Our financial advice part of our business offers a fresh, clear non jargon method of advice with a more modern approach to the traditional financial advice structure.

We are looking for the candidate to embrace our new way of doing things and bring their own enthusiasm and ideas to help grow this side of our business.

Where you'll work

107-109 FAR BANK
SHELLEY
HUDDERSFIELD
HD8 8HT

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

SKILLS EDGE TRAINING LTD

Your training course

Financial adviser (level 4)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

Know your customer: Make decisions confidently and autonomously in full awareness of the risk/potential external implications attached. Know when to seek further professional input, whilst maintaining high ethical standards and adhering to Treating Customers Fairly requirements.
Customer service: Proactively and regularly meet the company’s stated service/quality assurance standards, including complaints procedures.
Customer service: Consistently support colleagues and collaborate to achieve a successful customer outcome.
Business development: Develop long term relationships with customers. Create new opportunities for business growth through referrals and networking. Build a new business or sustain and grow an existing business by prioritising workloads and deliver in accordance with the associated business plan.
Managing Risk: Apply regulatory requirements both in the role of a Financial Adviser and also as applied to the Company. Maintain, the Fit and Proper person standards as laid down by the relevant regulator(s).
Using systems and processes: Demonstrate technical proficiency in using the firm’s I.T. systems required to complete the advice process, maintain accurate records, and agree review meetings to sustain the client / adviser relationship. Ensure Data Protection Act is not contravened.
Communication skills: Build rapport and communicate with empathy. Present and explain complex information simply and clearly both orally and verbally.

Your training plan

You will achieve the Financial Adviser Level 4 Apprenticeship Standard.

Fully and part funded learning and development programme that includes the DipPFS Diploma in Regulated Financial Planning
Develop the knowledge, skills and behaviours of successful Financial Advisers
Free CII membership for non-members through the CII Aspire Apprenticeship Programme for those who have not previously been a paid member
Includes CII digital study book and exam entry for each R0 exam

The Diploma in Regulated Financial Planning includes:

R01 Financial Services Regulation and Ethics
R02 Investment Principles and Risk
R03 Personal Taxation
R04 Pensions and Retirement Planning
R05 Financial Protection
R06 Financial Planning Practice
Fortnightly workshops for each R0 exam
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial services professional

Requirements

Essential qualifications

GCSE in:

English and Maths (grade 4 (C))

Desirable qualifications

A Level in:

English (grade C)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
Attention to detail
Administrative skills
Creative
Good grasp of SPAG
Microsoft Office Skills
Social Media Management
Time-Keeping
Self- motivated

Other requirements

Should have a good grasp of spelling and grammar, and take a keen interest in writing quality content. Good Microsoft Office skills Experience of using the main social media platforms and use of email and the web in general. A good understanding of finances would be helpful, but not mandatory. Good time keeper and personal organisational skills. Enthusiastic and self-motivated with the ability to research and learn new technologies. Creative frame of mind with the ability to solve problems and use own initiative Happy to work in a small office environment. We are based in an annexe connected to our residential home, so there will be some interaction with our family dog and our family. Will require somebody with no dog allergies.

About this company

We are a family run financial services business offering clients advice on mortgages, life insurance, pensions and investments, as well as various other financial products. We have a strong online presence. The majority of our business is generated through online marketing. We believe in offering clients a better service through the use of excellent communication and creative use of technology. We are currently ranked 5/5 on TrustPilot and make client satisfaction our main priority.

https://www.needingadvice.co.uk/ (opens in new tab)

After this apprenticeship

We have a growing demand for the position on a financial adviser and expect to be able to offer the candidate a full-time position once the apprenticeship has finished.

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

Calvin Goodson

calvin.goodson@skillsedge.co.uk

01603577962

The reference code for this apprenticeship is VAC1000318839.

Apply now

Closes on Monday 30 June 2025

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