Skip to content

Finance & accounting

Financial adviser

Financial advisers help people and organisations to choose investments, savings, pensions, mortgages and insurance products.

Annual Salary

£25,000 to £90,000

Average UK salary in 2019 was £30,378
(source Office for National Statistics)

Working hours

35 to 40 a week

You could work: evenings / weekends; attending events or appointments

4%
Future employment

There will be 4% more Financial adviser jobs in 2025.
In your local area

What's it all about?

Day to day tasks

Your day-to-day tasks will include:

  • talking to clients about their finances and plans
  • researching financial products and explaining them simply and clearly
  • negotiating with providers of financial products
  • producing financial reports
  • updating clients about their investments
  • meeting performance and sales targets
  • keeping up to date with new products and law changes

Working environment

You could work in an office, from home, at a client's home or in a contact centre.

You can get into this job through:

  • a university course
  • an apprenticeship
  • working towards this role
University

You could start by doing a degree in:

  • financial services
  • business management
  • accountancy

Once you finish your course you could apply to join a financial services company or bank as a trainee adviser.

Entry requirements

You'll usually need:

  • 2 to 3 A levels, or equivalent, for a degree
For more information
Apprenticeship

You could do a financial adviser higher apprenticeship or a financial services professional degree apprenticeship.

Entry requirements

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
For more information
Work

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. These include:

Requirements and restrictions

You'll need to:

More information

Further information

You can find more on working in financial services through The London Institute of Banking & Finance.

If you work for a large financial organisation, you could specialise in one area of work like retirement planning. You could also move into management, recruiting and training new staff.

With further specialised professional qualifications, you could become a director or partner in your firm.

Another option is to move into compliance work, making sure your company is following industry guidelines.

Skills required and how your skills match up

What skills are required?

You'll need:

  • customer service skills for finding out customer needs
  • knowledge of economics and accounting for understanding financial markets and products
  • maths knowledge for creating financial plans
  • the ability to sell products and services
  • excellent verbal communication skills
  • active listening skills
  • business management skills for negotiating product rates
  • to be thorough and pay attention to detail
  • analytical thinking skills
  • to be able to use a computer and the main software packages competently
My top 5 skills
Please sign in to compare your skills to this job. Sign in

To save or view your choices and results you must sign in or register (takes 1 minute).

Sign in Register