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Job Description

Financial Advisers are experts in money management and will give advice to commercial enterprises, businesses, groups, societies or private individuals on investments, savings and generally how to get the most suitable products for their needs.  They will research the marketplace to find the best deals available for their clients and may specialise in a particular product such as pensions, mortgages or investments.

Entry Requirements

A degree in finance, business management, accountancy or other relevant subject is preferable but entry without a degree is possible as most banks will have their own training schemes.

Required Skills

  • Excellent communication and interpersonal skills
  • The ability to explain financial information clearly
  • Negotiation and persuasive skills
  • Determination to meet set targets
  • A flexible approach
  • Able to work under pressure
  • Discretion and understanding the need for client confidentiality
  • Able to make decisions
  • Self motivated and able to manage your own time

Starting Salary

£20,000 to £30,000

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