Maths

Financial adviser

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

Annual Salary

£23,000 to £60,000

Working hours

35 to 38 a week

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

4.8%
Future employment

There will be 4.8% more Financial adviser jobs in 2029.
In your local area

What's it all about?

Day-to-day tasks

As a financial adviser, you could:

  • 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 pensions and investments
  • meet performance and sales targets
  • keep 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

This role is open to graduates of most subjects.

Particularly relevant subjects include:

  • financial services
  • business management
  • accountancy

Once you finish your course, you could apply to join a finance company or a bank as a graduate trainee adviser.

Entry requirements

You'll usually need:

  • 2 to 3 A levels, or equivalent, for a degree
For more information
  • equivalent entry requirements|https://www.gov.uk/what-different-qualification-levels-mean/list-of-qualification-levels
  • student finance for fees and living costs|https://www.gov.uk/student-finance
  • university courses and entry requirements|https://www.ucas.com/
Apprenticeship

You could do a Financial Adviser Level 4 Higher Apprenticeship or a Financial Services Professional Level 6 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
  • equivalent entry requirements|https://www.gov.uk/what-different-qualification-levels-mean/list-of-qualification-levels
  • guide to apprenticeships|https://www.gov.uk/apprenticeships-guide
Work

You could start as a financial services administrator, pensions administrator or customer services adviser 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:

If you work in pensions, you could do qualifications offered by the Pensions Management Institute, while you move into an adviser role.

Requirements and restrictions

You'll need to:

More information

Further information

You can find more information about working in financial services from The London Institute of Banking and Finance or Pension Careers.

With experience, you could:specialise in one area of work, like pensions; become a manager to recruit and train new staff; become a director or partner of your company; move into compliance, making sure companies follow guidelines and laws

Skills required and how your skills match up

What skills are required?

  • customer service skills
  • knowledge of economics and accounting
  • maths knowledge
  • the ability to sell products and services
  • excellent verbal communication skills
  • active listening skills
  • business management skills
  • to be thorough and pay attention to detail
  • to be able to use a computer and the main software packages competently
My top 5 skills from the skills bank
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