Financial Advisor
A financial advisor provides advice and strategies to help individuals and businesses manage finances.
£23,000 to £60,000 Salary
Data from National Careers Service
35 to 38 Typical Weekly Hours
Data from National Careers Service
Key responsibilities:
Assess clients’ financial needs and goals
Develop customised financial plans and strategies
Educate clients on financial products and market trends
Monitor and review clients’ financial portfolios
Advise on investment options
Offer advice on insurance and risk management
Key skills:
Attention to detail
Communication
Microsoft Office
Administration
Analytical
Organisational
Related Courses
| Level 1 Computerised Accounting | 10 weeks |
| Level 2 AAT Certificate in Accounting | 39 weeks |
| Level 2 Computerised Accounting | 15 weeks |
| Level 2 Certificate in Business Administration | 12 – 52 weeks |
| Level 3 AAT Diploma in Accounting | 52 weeks |
| Level 3 AAT Diploma in Bookkeeping | 26 weeks |
| Level 4 AAT Diploma in Accounting | 72 weeks |
| Microsoft Office | 16 weeks |
| English | Various |
| Maths | Various |
| Digital | Various |
Related Apprenticeships
| Level 2 AAT Certificate in Accounting | 39 weeks |
| Level 3 AAT Diploma in Accounting | 52 weeks |
| Level 3 Business Administration | 52 weeks |
| Level 4 AAT Diploma in Accounting | 72 weeks |