Back to Career Guides

How to become a Financial Advisor

4,219

Financial Advisor jobs

1,870

Financial Advisor courses

Career progression and salary expectations for a Financial Advisor

Trainee Financial Advisor

| Up to £25,000

Financial Advisor

| Up to £40,000

Financial Controller

| Up to £55,000

The role of a Financial Advisor

What does a Financial Advisor 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 personalised financial guidance to people in all kinds of situations. With a vast range of products to choose from, they help clients select the financial planning and investment solutions that's right for them. The type of financial advice they give can cover a huge spectrum - from protection, loans, insurance, retirement planning, investment choices and management, right through to tax and estate planning.

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 a career as a Financial Advisor 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

What's it like to be a Financial Advisor?

"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 as a Financial Advisor

While a degree isn't always necessary to become a Financial Advisor, a bachelor's degree in finance, economics, business, accounting, or a related field may be beneficial.

Professional qualifications, on the other hand, are usually essential, and those awarded by the Chartered Insurance Institute (CII) or the Chartered Institute for Securities & Investment (CISI) are particularly well recognised by employers.

Additionally, a Certificate in Mortgage Advice and Practice (CeMAP) is often required for advisors offering mortgage advice.

Recommended Financial advisor courses

Level 4 Financial Advisor Certification (FAC) - CPD Approved

Academy for Health & Fitness

Flash Sale! 30 in 1 Mega Bundle| 450 CPD Points | FREE PDF & Hard Copy Certificate| Tutor Support| Lifetime Access
- Compare
- 50 students
- Online
- 150 hours · Self-paced
- Certificate(s) included
- 450 CPD points
- Tutor support
Great service

Popular

See more See less

Flash Sale! Don't Let This Deal Slip Away – Enrol Now! ►►► Level 4 Financial Advisor Certification (FAC) Admission Gifts ◄◄◄ ★★ FREE PDF & Hard Copy Certificate| PDF Transcripts| FREE Student ID| Assessment| Lifetime Access| Enrolment Letter ★★ Have you ever wondered how much …
Save 25%

£149 £200
Financial Advisor Certification (FAC)

Training Express Ltd

Level 4 - Online course Including Units 1, 2, 3, 4 & 5 | 140 CPD Points | Free Retake Exam | Lifetime Access
- Compare
- 34 students
- Online
- 140 hours · Self-paced
- Certificate(s) included
- 140 CPD points
- Tutor support
Great service

Trending

See more See less

Financial Advisor Certification (FAC) Online Course Having spent years guiding individuals and businesses through the complexities of their financial lives, we understand what it truly takes to succeed as a financial advisor. It's not just about knowing the numbers; it's about bu …
£120