They say that money makes the world go round, and in many ways they’re right. Almost every business is set up in order to make money, and making money is not something that happens automatically—it requires careful planning and constant attention.

Companies big and small need teams of people to look after their finances: monitoring who they need to pay, who owes them money and so on. They need people to help them sort out their tax bills and make sure all their employees get paid on time, while making them as profitable as possible. Those finance experts are, generally speaking, people with good organisational skills and a good head for numbers. And, of course, it’s not just businesses that need help with their money. From the student taking out a loan to cover tuition fees, to the entrepreneur putting on a festival, to the retired person claiming their pension, everyone needs financial help and advice at some stage. And it’s employees in banks, accountants and insurance companies who offer that help. Again, people working in these roles are organised, and good with numbers. But it’s equally important to be good with people and enjoy the challenge of helping others achieve their financial goals.

By choosing to do an apprenticeship in this area, you’ll have made a shrewd financial decision. You’ll be working towards a qualification that should see you earn a higher salary in the future. And instead of running into debt—as you’d be likely to do if you stayed in full-time education—you’ll be earning while you learn.

A higher apprenticeship offers a viable alternative to university for a number of great careers in the financial sector. Check out the higher apprenticeships in accounting, banking, insurance, investment operations, professional services, relationship manager (banking) and workplace pensions to kickstart a great future in finance.

Not only will you be qualified to help other people manage their money, you’ll also find it easier to manage your own. And as a great many jobs in the finance sector come with a higher-than-average salary, you could find yourself, quite literally, in the money.

At a glance

  • Almost every business is set up to make money—it requires careful planning and constant attention
  • Higher apprenticeships are available in accounting, banking, insurance, investment operations, professional services, relationship manager (banking) and workplace pensions
  • To work in the finance sector you should be good with people and enjoy helping others to achieve their financial goals


  • Be good at maths
  • Be polite and presentable
  • Have good communication skills
  • Be well organised
  • Understand financial terms
  • Stay up-to-date with financial industry news
  • Have good IT skills
  • Have a strong commercial sense
  • Be trustworthy: you may be dealing with confidential and sensitive information

Useful contacts

Financial Skills Partnership—Supports the development of a skilled workforce in the UK’s financial, finance and accountancy sectors


Accounting apprenticeship

An Accounting apprenticeship could find you working in an accounts department, helping a business or organisation manage its money properly.

Read More

Actuarial technician apprenticeship

Actuaries manage risk. They work for companies in a range of fields, but especially in insurance and pensions, analysing the

Read More

Banking apprenticeship

This Higher Apprenticeship in Banking is for anyone who aspires to manage a branch or number of branches for a

Read More

Bookkeeping apprenticeship

Bookkeeping is about understanding how a business works and then providing accurate figures that enable the business to know exactly

Read More

Financial services administrator apprenticeship

The financial advice market consists of around 19,000 small and medium-sized enterprises (SMEs) that provide financial advice and mortgage advice.

Read More

Financial services customer adviser apprenticeship

Within banks and building societies, there are a number of front-line roles that deal with customers on a range of

Read More

Insurance apprenticeship

A Higher Apprenticeship in insurance will prepare you to work in the insurance sector in a claims, broking or underwriting

Read More

Investment operations apprenticeship

Investment operations professionals are needed to work within the operational and administrative areas of businesses in the financial services sector

Read More

Paraplanner apprenticeship

A paraplanner is a junior member of a financial planning team and works with a financial adviser to prepare a

Read More

Payroll apprenticeship

Large companies employ lots of employees. It’s up to the payroll team to make sure that everyone in the company

Read More

Professional services apprenticeship

A Professional Services apprenticeship covers a range of different occupations that provide support and specialist advice to businesses of all

Read More

Providing financial services apprenticeship

The Providing financial services apprenticeship is about working in the financial services sector and helping customers make transactions. There are

Read More

Relationship manager (Banking) apprenticeship

In banks, relationship managers are responsible for providing products and services to a portfolio of customers, to help them achieve

Read More

Tax apprenticeship

The work of HMRC (Her Majesty’s Revenue and Customs) touches the lives of every single adult and business in the

Read More

Workplace pensions administrator/consultant apprenticeship

The Workplace pensions administrator/consultant apprenticeship covers two roles that provide information in relation to in-house pension schemes or externally to

Read More