Financial adviser
Financial advisers help people and organisations choose investments, savings, pensions, mortgages and insurance products.
Typical Salary
£23,000 – £60,000
per year
Working Hours
35–38
hours per week
Day-to-day tasks
As a financial adviser, you could:
- talk to clients about their finances and plans
- research financial products and explain them simply and clearly
- negotiate with providers of financial products
- produce financial reports
- update clients about their pensions and investments
- meet performance and sales targets
- keep up to date with new products and law changes
Skills needed
- customer service skills
- knowledge of economics and accounting
- maths knowledge
- the ability to sell products and services
- excellent verbal communication skills
- active listening skills
- business management skills
- to be thorough and pay attention to detail
- to be able to use a computer and the main software packages competently
How to get into this role
You can get into this job through:
- a university course
- an apprenticeship
- working towards this role
Career progression
With experience, you could:
- specialise in one area of work, like pensions
- become a manager to recruit and train new staff
- become a director or partner of your company
- move into compliance, making sure companies follow guidelines and laws