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Salary guide

Financial Advisor

Average salary
£25,000 – £60,000
Working hours
37.5 hours/week
FinanceInsurance
  • The UK has over 5,000 regulated financial advice firms

Other names this job is known by

  • Wealth Manager
  • Financial Planner

Key responsibilities

  • Advise clients on investments, pensions, and insurance
  • Assess financial needs and goals
  • Recommend suitable products and strategies
  • Prepare financial plans and reports

Skills and qualifications required

  • Degree in finance, business, or economics
  • Professional qualifications (DipFA, CII, or CISI)
  • FCA authorisation
  • Communication and sales skills

Promotional job opportunities from this role

  • Senior Advisor
  • Branch Manager
  • Wealth Manager
  • Business Owner

How to get the job

  • Study maths, business, or economics
  • Complete a relevant degree or diploma
  • Obtain professional qualifications
  • Apply for graduate schemes or entry-level roles
  • Progress with experience and further training

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