Retail Banking and Personal Financial Services

Sector overview

Retail Banking (TARGETjobs)


Typical job profiles

Mortgage Adviser

Retail Banker (Prospects)

Retail Banker (TARGETjobs)

Financial Adviser (Prospects)


Useful online resources


Job sites and specialist recruiters

Inside Careers: Banking and Security Careers Information and graduate jobs

eFinancial Careers

Prospects: Graduate job search

CityJobs - Banking


Financial Adviser 

CII Financial Advice Qualifications 

Pathways Financial planning careers framework (PFS)

Certificate in Financial Planning (Glasgow Clyde College)

Evening classes run at particular times of year.



Professional bodies

UK Finance

Chartered Banker Institute

Chartered Insurance Institute

Association of Professional Financial Advisers

Chartered Institute for Securities & Investment (CISI)

Personal Finance Society