Financial Advisor


Which is the seed for the next financial crisis? Summer Analyst Program Financial Advisor. I' m an independent financial advisor, so day after day, I meet with clients and advise them according to their situation.

class="inner">Job description

Financial advisors advise client advisors on the most cost-effective and safest way to manage their funds. A financial advisor may offer financial advisory for a wide range of financial instruments and financial advisory activities, or may specialize in a few select financial instruments and financial advisory activities. Basically, a financial advisor is an intermediate or agency between financial product and service suppliers on the one side and consumers on the other.

Occupation is subject to the rules of the Financial Conduct Authority. Please find our job offers in the area of banking, finance and accounting on our job page. In a few years, wages will increase from 30,000 to 55,000, while those with at least five years' UK seniority (or those working as capex advisors) can look forward to between 55,000 and 125,000.

Financial advisors deserve the highest pay, starting at £150,000 and over £200,000 on the higher side. Working hours for financial advisors are largely dependant on the business. Consultants can work from their own office, home or client area. Alumni with qualifications in all fields are entitled to submit applications for a position as a financial advisor.

To become a financial advisor, you must have a qualifications recognized and accredited by the FCA. - A Diploma in Regulated Financial Planning managed by the Chartered Insurance Institute (CII). - Masters in Financial Advisory (DipFA), managed by the London Institute of Banking & Finance.

  • Completion of the investment advisory diploma managed by the Chartered Institute for Securities & Investment (CISI). In addition to the skills provided by CII, The London Institute of Banking & Finance and CISI, there are other trade associations that manage a wide range of skills. The majority of employer organisations are encouraging students to qualify, e.g. the Institute of Financial Planning (IFP), the Pensions Management Institute (PMI), the CFA Society and the Chartered Institute of Bankers in Scotland (CIOBS).

Further qualification such as the Advanced Diploma in Financial Planning, International Certificate in Wealth Management and the Certified Financial Planner or Chartered Financial Planner enhance the opportunities to reach the careers ladder. Further education is required to be able to work as a Financial Planner. You will also help many consultants to found an independant company after extensive work.

Mehr zum Thema