Banking and Finance Apprenticeships

A clear pathway into financial services

Our apprenticeship pathways make starting, or progressing a career in financial advice, easier. Whether you’re bringing new talent into the profession or upskilling existing employees, learners gain a recognised Level 3, Level 4 or Level 6 qualification and a structured route to progress.

From entry-level roles through to paraplanning and fully qualified adviser status, each pathway is designed to give learners the confidence, skills, and technical knowledge they need to thrive in the sector.

Fully supported from day one

Everything you need for a seamless apprenticeship journey

Up to 95% training funded (100% for eligible employers)
Day one tool kits and structured support
Qualifications included in pathways
Progression built into paraplanning and advisory careers

Financial services apprenticeships

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Level 3 Financial Services Administrator
Develop your future advisers with a structured Level 3 pathway that builds core regulatory, customer and technical skills. Apprentices contribute immediately and can progress to Level 4 and DipFA, creating a pipeline of paraplanners, advisers, and compliance professionals to strengthen your long-term workforce.
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Level 4 Financial Planner
This Level 4 pathway builds strong analytical, regulatory and client-facing skills while employees gain DipFA. It creates highly capable team members who can support advisers, take on supervised advice or move into specialist roles – strengthening operational capacity and long-term talent pipelines.
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Level 6 Financial Services Professional
Our Level 6 pathway equips staff with chartered-level competence in complex advice, risk, regulation and wealth management. It creates confident, credible professionals who can lead teams, manage high-value clients and support firm-wide growth and resilience.