Get the picture
The financial services sector is particularly dynamic and specialised, so we maintain a dedicated stream of advisers focused exclusively upon it.
Clients include retail banks, capital markets firms (e.g. investment banks), insurance companies and asset management firms. All of these operate in a landscape of intense competition, economic pressures and ever-evolving regulation, while each will face its own particular challenges too. So our clients need us to understand the technical and commercial aspects of their business, while rapidly responding to new developments to help them stay one step ahead. We have proved that we can meet that need – 96% of our financial services clients would recommend us.
This is a world in which integrity, transparency and innovation are all vital for competitiveness, and we enable our clients to fulfil those objectives. We work with them to mitigate the risks that threaten their business, ease the burden of regulation and adapt to changes in both the market and the economy.
Working in the financial services stream means variety. From the start you will be involved with a wide range of clients, including large international financial institutions and AIM listed companies, but also new entrants and innovative challenger brands. The work we carry out is wide ranging too; a full offering of audit, tax advice and specialist risk and regulation advisory services. As a graduate trainee, you will choose a service area in which to specialise, and study towards the appropriate qualification. Along the way you will supplement this training with first-hand experience, including on-site client work, as you develop a thorough understanding of the financial services industry through the practical application of your studies.
As a trainee adviser to our Financial Services clients you will study towards an appropriate qualification, usually either the ACA (from the Institute of Chartered Accountants in England and Wales) or the CA (from ICAS) in Scotland or a hybrid of the following :
Investment Management Certificate
- The benchmark entry-level qualification for Investment Management Professionals. This qualification will enable our team to understand the regulatory and operational issues facing firms in the IM sector.
Certificate in Mortgage Advice
- Changes to mortgage regulation will give BDO considerable opportunities in the sector. This qualification is valuable in demonstrating we have the required knowledge within our team, particularly in respect of past business review and remedial work.
Diploma in Regulated Financial Planning
- The benchmark qualification for financial planning professionals post RDR. Vital for our team to demonstrate breadth of knowledge base, particularly in respect of past business review and remedial work.
CII Certificate in Insurance (including London Markets Insurance)
- The industry standard qualification for insurance professionals. Grounding in insurance that will enable graduates to understand the regulatory challenges faced by our clients in a number of different insurance disciplines
In addition we help you to enhance this learning with our Initial Professional Development programme, through which you can develop the necessary personal, commercial and technical skills. Most of all, you will learn to exercise professional judgement in real situations.