How to become a Financial Advisor

2,588

1,435

£25,000/y

avg. starting salary

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

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

Trainee Financial Advisor

Up to £25,000

Financial Advisor

Up to £40,000

Financial Controller

Up to £55,000

"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, but relevant qualifications will definitely help you stand out from the crowd.

Recommended Financial advisor courses

Financial Advisor course

UK Professional Development Academy LTD

Level 4 Diploma for Financial Advisor | CPD Accredited | 24/7 Tutor Support | Quiz based Assessment
- Compare
- 71 students
- Online
- 4 weeks · Self-paced
- 70 CPD points
- Tutor support
Great service

Popular

See more See less

Financial Advisor course, Certificate in Financial Advisor, Level 4 Diploma in Financial Advisor, CPD Accredited Diploma, Quiz-based assessment included; this Financial Advisor course comes with easy-to-understand e-learning material. Financial Advisor is a diverse field and requ …
£10 £12

Save 16%
Financial Advisor (Financial Advisor)

Knowledgera

Updated 2022*/All in One*/Free Certificate*/Lifetime Access*/14 Days Money-Back Guarantee
- Compare
- Online
- 1.1 hours · Self-paced
- Certificate(s) included
- Tutor support
Great service

See more See less

Financial Advisor This Financial Advisor course might be a helpful first step if you wish to advance your professional prospects or build a successful career of your own. This Financial Advisor course have verity of important information about Financial Advisor. Some of our m …
£10 £12

Save 16%