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Financial Advice

Career options in financial advice

Are you looking for a career where you can support people in understanding and managing their finances? If you are a people person, with excellent people and communication skills, then a career in the Financial Advice sector may be for you.

Everybody needs financial advice at some point in their lifetime. It's not just for those who have a high income or lots of savings; it's about helping anyone make the most of the money they have. A career in financial advice is about working with people to plan their financial goals, based on their current situation and looking at the best ways they can achieve their financial objectives. It could be about helping someone to choose a mortgage, invest their savings or plan for their retirement.

In the sector, you will find people working in organisations of all sizes. Lots of people run their own financial advice business or are employed by firms offering financial advice. Whichever you choose, your work can be based in a central office or can span a large geographical area, sometimes travelling to client's homes or workplace. You may also work with other financial advice professionals including people who work in customer services and sales who often have the most important first contact with the client, booking appointments and following up enquiries. Those who work in financial or mortgage advice, are in the client facing arena, implementing their communication and negotiation skills, presenting clients with solutions to their financial needs and those in debt management support people in resolving more complex financial problems. Those working in new and existing business administration and paraplanning play an important role in supporting the advice process. Compliance practitioners ensure the statutory regulations are understood by all professionals, are adhered to and processes are in place to ensure that the business remains compliant with regulatory and legal requirements. Experienced financial advice professionals may work in the business development area, generating new clients or in the growing area of will writing.

Download the financial advice factsheet for more opportunities in the sector.