Business Admin, HR, Recruitment and Finance - Financial Adviser
Business Admin, HR, Recruitment and Finance - Financial Adviser
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Financial advisers help people and organisations choose investments, savings, pensions, mortgages and insurance products.
- 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
As a Financial Adviser you could work in an office, from home, in a client's home or in a contact centre.
Financial Advisers tend to work between 35 to 38 hours a week. This may include evening and weekends if you're attending events or appointments.
Starting: £23,500
Experienced: £45,000
You can get into this job through a university course, an apprenticeship or by working towards this role.
If you decide to complete a degree, you could apply to join a finance company or a bank as a graduate trainee adviser. You'll usually need 2 to 3 A levels or equivalent for a degree.
You could do a financial adviser higher apprenticeship or a financial services professional degree apprenticeship. 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. If you have an EHCP you may be able to apply under the DfE exemption which allows the apprentice to use Entry level 3 English and Maths qualifications. The apprentice would have to successfully achieve all other aspects of the apprenticeship requirements, become occupationally competent and achieve Entry Level 3 in English and Maths before the end of their apprenticeship.
If you would like to work towards this role, 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.