Financial Advisor

Day-to-day tasks

  • 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 investments
  • meet performance and sales targets
  • keep up to date with new products and law changes

Skills & Knowledge

  •  customer service skills for finding out customer needs
  • knowledge of economics and accounting for understanding financial markets and products
  • maths knowledge for creating financial plans
  • the ability to sell products and services
  • excellent verbal communication skills
  • active listening skills
  • business management skills for negotiating product rates
  • to be thorough and pay attention to detail
  • to be able to use a computer and the main software packages competently

 Industry Qualifications

You could start as a financial services administrator or customer services adviser in a bank 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:

  • Diploma in Regulated Financial Planning from the Chartered Insurance Institute
  • Diploma for Financial Advisers from the London Institute of Banking and Finance
  • Investment Advice Diploma from the Chartered Institute for Securities and Investment

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