Financial Advisers, Planners and Consultants
52AI USED FOR52%moving to90%
THE DOOR, NOWC
THE DOOR, 20 YRSD
STARTING PAY£30,000 - £40,000
REGULATORY MOATThe law requires human oversight. That human could be you.
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CAREERMASH (EN)FROM FINANCE & ACCOUNTING →
Financial Advisers, Planners and Consultants
Financial advisers, planners, and consultants play a pivotal role in shaping the financial futures of individuals and businesses across the UK. By providing expert guidance on investments, savings, and risk management, they empower clients to make informed decisions that can significantly impact their wealth and security.
THE DOOR: A easy to E extremely hard, now and in 20 years
AI is doing more of the routine, the core still needs you
AI already handles a real share, around 52% of the day-to-day tasks here, but the law requires human oversight. That human could be you. That part is not going away. Get fluent with the tools, and lean hard into the part of the job that structurally needs a person.
Career progression path
1FIRST STEPJunior Financial AdviserAs a Junior Financial Adviser, you will assist senior advisers in managing client portfolios and conducting research. This role is ideal for gaining practical experience and developing your skills in financial planning.£30,000 - £40,000
2GAINING EXPERIENCEMid-Level Financial AdviserIn this role, you will take on more responsibility for client relationships, developing and implementing financial strategies while ensuring compliance with regulations. You will be expected to build a solid client base and provide tailored advice.£45,000 - £55,000
3PEAK CAREERSenior Financial AdviserAs a Senior Financial Adviser, you will lead client engagements, mentor junior advisers, and develop strategic initiatives for the firm. Your expertise will be crucial in guiding clients through complex financial decisions.£70,000+
7 live apprenticeship vacancies →
Real apprenticeship standards
Live UK apprenticeship standards that lead into this career, from the Institute for Apprenticeships register.
L4Paraplanner and financial planner24 months typicalnot published
There is more than one way in
You do not have to go the university route to get here. There is also a vocational route that skips a degree entirely.