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Financial adviser Opportunities

Financial adviser

Financial advisers help people and organisations choose investments, savings, pensions, mortgages and insurance products.

Salary

£23,000 - £60,000

Typical hours

37 to 39 a week (between 8am and 6pm)

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What it takes

Skills and knowledge

You'll need:

  • 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

Restrictions and Requirements

You'll need to:

How to become Financial adviser

You can get into this job through:

  • a university course
  • an apprenticeship
  • working towards this role

University

This role is open to graduates of most subjects.

Particularly relevant subjects include:

  • financial services
  • business management
  • accountancy

Once you finish your course, you could apply to join a finance company or a bank as a graduate trainee adviser.

Entry requirements

You'll usually need:

  • 2 to 3 A levels, or equivalent, for a degree

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Apprenticeship

You could do a Financial Adviser Level 4 Higher Apprenticeship or a Financial Services Professional Level 6 Degree Apprenticeship.

Entry requirements

You'll usually need:

  • 4 or 5 GCSEs at grades 9 to 4 (A* to C) and A levels, or equivalent, for a higher or degree apprenticeship

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Work

You could start as a financial services administrator, pensions administrator or customer services adviser and work your way up.

To do this, you'll need to study for a level 4 qualification in financial advice recognised by the Financial Conduct Authority.

These include:

If you work in pensions, you could do qualifications offered by the Pensions Management Institute, while you move into an adviser role.

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Registration

Further information

You can find more information about working in financial services from The London Institute of Banking and Finance or Pension Careers.

What you'll do

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

Working environment

You could work in an office, from home, at a client's home or in a contact centre.

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