Career guides

Guides

Plain-English articles on becoming a financial adviser in the UK. They cover qualifications, trainee routes, and how to judge a firm that will support you.

These guides sit alongside our Become an adviser page, which explains the overall route into advice.

Latest guides

How to become a paraplanner in the UK

How to become a paraplanner in the UK: what the job involves, Level 4 qualifications, apprenticeships and other routes in, pay, skills and where it can lead.

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Changing career to become a financial adviser

Thinking of a career change to financial adviser? A plain UK guide to transferable skills, Level 4 qualifications, routes in, pay and what to ask a firm.

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From paraplanner to financial adviser

Moving from paraplanner to financial adviser? A plain UK guide to Level 4 qualifications, supervision, competence and finding a firm that will support you.

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