Regardless of your background, now is a great time to build your career as a financial adviser.
There is an unprecedented need for financial advisers. The government is urging people to better manage their money and plan for their futures, but they have also changed regulations meaning individuals can access more money, earlier in their life. People need help to make the best decisions, which means there’s no lack of opportunities for advisers.
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A career as a financial adviser may suit you if:
You're a people person
One of the most important aspects of an adviser's role is to spend time talking to their clients to build relationships and understand their needs. Building trust is vital, as people will be depending on you to look after their money.
You get satisfaction from helping people
As a financial adviser you'll help people achieve the things they want out of life. So you can make a real difference, and get a great sense of fulfilment along the way.
You want a well-paid career, with clear progression
Financial advisers earn a competitive income. There are clear routes to progress through the ranks (becoming a Chartered adviser, for example) and building your own client bank.
You want lots of career options
A range of organisations employ financial advisers, from small independent firms through to large insurance companies, accountancy firms and even estate agents.
You like flexibility
As a financial adviser you might work from your office or travel to meet clients in their own homes, either during the day, in the evenings, or at weekends. So there's an opportunity to create a healthy work-life balance to adapt your workload around your lifestyle.
You enjoy variety
Whether it's explaining financial matters to clients, conducting research, writing reports or networking with other businesses, you'll see the whole process of giving financial advice through from A to B. No day – and no client – is ever the same!