Financial adviser

Job discription

Financial advisers provide clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate products and services available, ensuring clients are aware of and understand products that best meet their needs and then securing a sale.

Required skills


  • excellent communication, interpersonal and listening skills;
  • the capability to explain complex information simply and clearly;
  • the ability to network and establish relationships with clients;
  • research and analytical skills;
  • negotiation and influencing skills as well as determination and tenacity;
  • the ability to work in a team;
  • time management skills;
  • customer service skills;
  • self-motivation and organisation;
  • a good level of numeracy and IT skills;
  • a target-driven mindset;
  • a flexible approach to work;
  • decision-making skills;
  • discretion and an understanding of the need for client confidentiality;
  • an ethical and professional approach to work.

skills I already posessed

  • excellent communication, interpersonal and listening skills;
  • the capability to explain complex information simply and clearly;
  • negotiation and influencing skills as well as determination and tenacity;
  • the ability to work in a team;;
  • customer service skills;
  • self-motivation and organisation;
  • a target-driven mindset;
  • a flexible approach to work;
  • decision-making skills;

Skills that need to be trained or educated

Although this area of work is open to graduates and diplomates of any discipline, the following subjects may improve your chances:

  • accountancy;
  • business management;
  • finance or financial studies.

Entry without a degree is possible and employers often regard personal qualities as important as academic qualifications.

Relevant experience in a customer service, sales or financial services setting is also viewed positively. New entrants often start in a bank and study part time, learning alongside experienced advisers.

It is possible to enter the financial advice sector as a paraplanner, providing research and administrative support to a financial adviser.

.

How I want to be educated.

I would want to educated part-time school and and part-time work. I'd like to have a good teacher that I can easily ask questions to.