Follow on Google News News By Tag Industry News News By Location Country(s) Industry News
Follow on Google News | WebEmploy - Financial Job Seeker - Career Path and ProspectDepending on the advisers specialist area of operation, all Financial advisers will be expected to take unit qualifications very frequently in alignment to changing and development of regulations governing their area of operation..
By: webemploy University Graduate with 2:2 or equivalent – demonstrating the ability to achieve and apply academic achievements to practice. Previous work experience preferred but not essential – many overseas applicants may have experience in field but not under UK legislation. Compliant Qualifications: Requirement to be Part CeFA /FPC qualified to meet entry level requirements for specified applications. Foundation units consisting of solely UK Financial Regulation to make applicant part qualified and compliant to standard entry-level requirements of financial adviser positions. Any qualifications with units consisting of UK Financial Regulation will overlap with qualifications on offer; first unit of a majority of financial qualifications will consist of UK Fin Reg. making the applicant exempt from unit 1 and entitled to the rest of the course at specified price. 2. Trainee Financial Adviser: 3 – 6 Months Induction Training: Applicant will be trained in both practice of position responsibilities as well as the completion of Regulatory/Compliant qualifications to become a Fully qualified adviser. Once fully qualified, applicant will be fully FSA regulated and certified to be practicing the full financial advisory cycle independent of any senior advisers and generating business under own account. With the achieving of regulatory status, opportunities to build own client portfolios and generate new business therefore the potential to earn additional commissions will arise. The candidate will be expected to have completed the additional 3+4 units of the CeFA or 2 additional units of the FPC. 9 – 18 months Experience: With a combination of complaint/regulatory certification and minimum 9 months experience within the industry the applicant will work towards being awarded the Competent Adviser Status CAS by the employer to achieve Industry recognition as a fully competent Financial Adviser. 3. Specialist Financial Adviser: After a minimum of 18 – 24 months within trainee position the applicant will be expected to develop onto the long-term preferred specialist career path. Integrating both their knowledge and experience in the industry and further qualification requirements they will be required to take the Diploma for Financial Advises (Dip. FA) via IFA or the Advanced Financial Planning Certificate (AFPC). An additional 3 units will need to be earned via the AFPC consisting of a range of specialist units depending on the adviser’s choice of long-term career prospect. Or the Diploma for Financial Advises will be required for the achievement of a Senior Financial Advisory position or a specific specialist area. 2 Years + Depending on the advisers specialist area of operation, all Financial advisers will be expected to take unit qualifications very frequently in alignment to changing and development of regulations governing their area of operation and the industry in general. # # # Now sourcing the UK's largest financial recruiters, Web Employ operates as a unique online recruitment platform providing a dynamic service for the most essential stage of financial career development. End
Account Email Address Disclaimer Report Abuse
|
|