Resources for firms - Support

Attracting and recruiting

• Promoting job opportunities
  • Future Financial Adviser is offering New Talent Alliance members (covered by being a Consumer Duty Alliance member) the ability to post job and apprenticeship opportunities free of charge.
    Future Financial Adviser is a digital community where young people can access career advice, learn about careers within the financial advice profession and see entry-level jobs and apprenticeship opportunities promoted via its jobs boards.
    Networks wishing to offer this service to their members, or affiliate firms, will need to become a partner of Future Financial Adviser.
    Get more information on how to submit your job post.
    
    
  • Antony George example - Financial Administrator job advert
  • Antony George example - Financial Adviser job advert
  • Antony George example - Paraplanner job advert
  • Antony George guide - How to make effective job adverts
  • Example contract - Employed adviser 
  • Template - contract of employment

• Apprenticeships

NTA factsheet - The Importance of apprenticeships to your business

NTA case study - A central approach across a national network

NTA case study - The power of personalised coaching

• Diversity and inclusion

CII guide - Embracing inclusive recruitment

CII guide - Your EDI journey

DE&I audit templateDE&I audit template

• Interview support

Antony George guide - Early-Careers Hiring Toolkit

Antony George guide - 20 common hiring mistakes and how to avoid them

Antony George guide - Interview techniques

Managing and Retaining

Training and Development

Compliance services and CAS sign-off support

NTA guide - Level 4 financial advice qualifications

NTA guide - Understanding the professional bodies

• CISI pathways

CISI qualifications framework

Factsheet - Certificate of paraplanning 

FAQ - Chartered Fellow (Financial Planning)

Factsheet - Investment Advice Diploma

• LIBF pathways

Level 4 Diploma for Financial Advisers