Finance Adviser Level 4 Apprenticeship
A higher-level apprenticeship that is focused on developing learners professionally to advise customers on life products, pensions and investment needs.
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Financial services is one of the most stable occupations with consistent year-on-year growth. Operating in a highly regulated environment, this higher-level apprenticeship is focused on developing learners professionally within the financial sector to offer specialist advice by gaining an internationally recognised and accredited qualification.
Learners will study the value and importance of building long term relationships with clients. The unique needs and position of the employer mean the learner may specialise in one, or a range of financial products, from pensions, life products, and investments.
Learners will develop their knowledge of legal and risk requirements to ensure full compliance when advising clients, in particular, the study of the Regulatory Framework to include the Financial Conduct Authority (FCA) and the Prudential Regulation Authority (PRA). Apprentices will also cover: understanding the UK financial services industry in its European and global context; the different types of protection, pension and investment products; advising clients within the regulatory framework. This qualification will equip learners with the professional accreditation and knowledge to ensure they can offer impartial financial advice.
Learners will be assessed through on-programme learning and an externally marked end-point assessment. The learner will take a qualification through the Chartered Insurance Institute (CII) comprising of six exams before they complete their end-point assessment. Apprentices will need to complete Level 2 English and Mathematics before taking their final assessment.
A good fit for
Those currently working in an established financial role who wish to develop their knowledge in specific financial service products such as life products, pensions and investments.
Future job roles
- Regulated Financial Planner
- Financial Adviser
Completion of this Apprenticeship and allows learners to progress to an Advanced Diploma in Regulated Financial Planning. Learners will also be able to gain membership to CII, the leading awarding body for financial services.
Doing the CII qualification will enable me to further my career and will broaden my job prospects for the future. My trainer is very supportive and makes me feel confident that I will succeed.
Aside from all the administrative skills I picked up, I really feel like this apprenticeship has got me out of my shell. Before, I was very shy. At times, I even had trouble getting out of the house and going to the shop. But this apprenticeship has boosted my confidence massively after speaking to so many people over the phone including customers and insurers. I really feel like I can talk to anybody.
I’ve certainly gained a lot of confidence through the CII qualification, as well as a wealth of background knowledge. I’ve learned more in depth about what the financial industry is all about through the apprenticeship, and have built more avenues and opportunities for myself going forwards.