Careers in Financial Advice - Virtual work experience
Personal Finance Society
Role overview
About this role
Overview: Interested in a future in finance? This programme will help you find your niche! You’ll lay the foundations as you explore personal finance and its diverse elements. You may not have realised it, but there is a huge variety of roles within this profession! You’ll learn more about all the different careers available and gain deeper insight through activities, quizzes and interactive live webinars with industry professionals. What’s Included: From advising to paraplanning- you’ll gain a foundational knowledge of all things personal finance! You’ll discover what roles are available, which skills you will need to succeed, and what pathways you can take to be successful. You’ll get a real sense of the various work available in this diverse area. You’ll complete a series of quizzes and activities to help build your understanding of the profession.
Job details
Compensation
Unpaid opportunity
Location
Remote (UK)
Remote availablePosted
15 June 2026
Entry requirements
Requirements not available here
The employer hasn't published structured entry requirements through this listing. Check their application page for GCSEs, A-Levels, or any other entry criteria.
See entry requirements on employer listingCompany
Personal Finance Society
Personal Finance Society operates in financial services, where accuracy, trust, regulation, data, and customer outcomes are central to the work.
Quick actions
Role insight
Preparing for Personal Finance Society
Strong applications usually show attention to detail, clear communication, numeracy, integrity, and an interest in how financial services help people or businesses.
- Prepare an example involving accuracy, responsibility, or handling sensitive information.
- Explain financial or technical ideas in plain English.
- For technology roles, link your projects to secure, reliable customer platforms.
Role overview
About this role
Overview: Interested in a future in finance? This programme will help you find your niche! You’ll lay the foundations as you explore personal finance and its diverse elements. You may not have realised it, but there is a huge variety of roles within this profession! You’ll learn more about all the different careers available and gain deeper insight through activities, quizzes and interactive live webinars with industry professionals. What’s Included: From advising to paraplanning- you’ll gain a foundational knowledge of all things personal finance! You’ll discover what roles are available, which skills you will need to succeed, and what pathways you can take to be successful. You’ll get a real sense of the various work available in this diverse area. You’ll complete a series of quizzes and activities to help build your understanding of the profession.
