provisional advisers

Financial planning

Taking the leap from associate to provisional adviser

Three advisers share their experience and guidance when stepping up from an associate role to a provisional financial adviser, including the responsibility of managing th...

Financial planning

Demand for associate advisers rise but grads left behind

A recruiter’s overview of adviser demand for Q3 2023 indicates limited roles for graduates with the industry pivoting more to re-adopt the associate adviser role....

Financial planning

Strong gains in provisional advisers following exam

There has been the highest number of provisional advisers joining the industry since September with double-digit advisers joining following the results of the November ad...