Financial Adviser
Performs core professional/technical/service tasks characteristic of financial adviser, within the relevant organizational and regulatory context.
06 · Qualifications & training you need
Experience of working in a sales, customer service, or finance role, or a degree or diploma in a related subject are useful.
Where people train for this
03 · Education pathway
Business, finance, economics, accounting or related tertiary education; professional certification may apply.
07 · Alternative & vocational routes
New hires may enter on-the-job programmes where they work directly under senior advisers, providing administrative and research support. Training may culminate in a certification, offering entry into a field.
04 · Lifestyle
Many advisers work office hours, and may need to meet clients during evenings and weekends. For some, however, their schedule is flexible.
04 · Location
Financial advisers work from an office or from home. Travelling to meet with clients in their homes is a regular feature of the job.
21 · The realities
Dealing with multiple clients can be stressful, especially in hard economic times. It can take years to build a client base. Financial advisers help people to plan their financial futures. They meet with clients, usually in person, to provide informed advice on a range of financial products and services, from pensions and investments, to mortgages and tax- efficient savings. Taking into account a client’s income and circumstances, they recommend products and strategies to help them meet their financial goals. FINANCIAL ADVISER
12 · How the pathway typically runs
To enter this career, applicants must pass a series of professional examinations and be registered by a regulatory body that ensures they give high-quality, unbiased advice. Qualified advisers can choose to provide general guidance to their clients or to specialize in one type of product, such as pensions or insurance.
07 · Graduate route
You will need a degree, preferably in finance or accounting, to apply for entry-level financial adviser jobs with banks and independent financial advice firms.