How to become a Financial Advisor

Financial advisore


estimated salary
What do they do?

Want to tell people how they should spend their money? You should be a Financial Advisor…

A Financial Advisor’s main role is to offer financial guidance to help clients choose which products are most suitable for their financial situation. This could be insurance, loans, investments, savings, pensions or any other service which may improve a client’s current or future finances.

Typical duties for a Financial Advisor include:

  • Meeting with clients to discuss their current financial situation, and future financial goals
  • Deciding which service offered most effectively helps the client to achieve these goals
  • Explaining the features and benefits of each option with clients to help inform their decision
  • Analysing the market and producing financial reports
  • Regularly contacting clients to update them about their investments
Is it right for me?

To become a Financial Advisor, excellent communication skills are absolutely essential. You will be working with people of different backgrounds, many of which will have little knowledge of their options, making the ability to simplify complex financial language clearly and concisely similarly important.

You will also need to build an excellent rapport with your regular clients, and possess excellent analytical skills in order to be successful in this position.

Other key skills include:

    • Approachability, and excellent interpersonal skills
    • Superior financial acumen
    • Honesty, reliability and trustworthiness
    • Being able to listen to clients needs
    • The ability to maintain objectivity at all times
Career Progression?

Trainee Financial Advisor

Up to 25,000

Financial Advisor

Up to 40,000

Financial Controller

Up to 55,000

What's it really like?

So many people worry about money these days, and many have no idea what their options are. The best part of being a Financial Advisor is knowing that every day you’re helping people get their finances in order. There’s always something we can do to help clear debt and get themselves back on track, and seeing the look on someone’s face when you really help their situation feels pretty great.

Get qualified

It is not a necessary requirement to have a degree to become a Financial Advisor. However, it is a highly competitive industry, and having a specialised qualification like the Financial Advisor Course – Level 3 CPD Accredited  or Financial Advisory Management Course can help set you apart to employers.

Financial Advisor Course - Level 3 CPD Accredited

The online Financial Advisor Course from Oplex Careers develops the necessary skills and fundamental knowledge of the financial advising process.

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Financial Advisory Management Level 4 Course

The online Financial Advisory Management Level 4 Course from Oplex Careers aims to provide a deeper understanding in the skills essential for an effective financial advice management discussing types of investors, advisory skills and more.

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