Financial services customer adviser

In your day-to-day duties you may:

• deal with other businesses, investors or members of the public
•  use computer systems to access customer information and update account details
•  answer customer questions
•  process payments and withdrawals
•  keep accurate records
•  promote financial products and services
•  work to targets
•  handle complaints or refer them to a supervisor
•  refer customers to staff to sell financial products

• to be thorough and pay attention to detail
• customer service skills
• the ability to work well with others
• patience and the ability to remain calm in stressful situations
• the ability to accept criticism and work well under pressure
• ambition and a desire to succeed
• the ability to sell products and services
• maths knowledge
• to be able to carry out basic tasks on a computer or hand-held device

Most employers will want to do a credit check. They do this to make sure you do not have any outstanding debts which could stop you working in financial services.

You can get into this job through:

• a college course
• an apprenticeship
• working towards this role
• applying directly

With more training and qualifications, you could specialise in mortgage advice, pensions or financial advice.