Financial Advisor jobs

As a financial advisor, you may be providing clients with advice on financial issues, make recommendations on the best ways to use your money. Financial Advisor jobs involve advising customers about products and services available; ensure that they are aware of and understand, those that best meet their needs; and then making a sale.

Different jobs often require specialization in products in particular, depending on your customers, for example, selling employee corporate pension plans, or the supply of mortgage, pension or investment advice to clients privados.Algunos financial advisor jobs require generalists, that can offer advice to customers in all these areas, apart from savings and insurance plans.
More jobs offer regular office hours although it requires flexibility, because some clients may require meetings at night and on weekends and is common to work from home or may be self-employed.

Skills and interests

To be a good financial planner, you need:

Secure communication ? and listening skills
? ability to explain complex information clearly and simply
? of network capacity and establish relationships with customers
? Persuasion, determination, and tenacity
? capacity for teamwork
? Self-motivation and organisation
High level of numeracy ?
?, a target-driven mentality
? Precision of and attention to detail
? An understanding of the need for confidentiality of customer
? Believing to adhere to strict codes of professional conduct

Entry

Jobs are open to graduates of any discipline, however evidence of study of the issues of accounting, finance, studies, business administration/management financial services, risk management can improve your chances.
Personality and people skills may be more important than skills and individual employers generally set their own standards of entry to their jobs, financial advisor with not all those who require a higher education qualification.
Evidence of commercial awareness acquired through relevant, longer-term placement vacation or related opportunity is an advantage.

Training

Many beginning as tied advisers, gaining basic training in a range of employer financieros.Los products often provide internal training through a combination of formal education and on-the-job training.

In the early stages, usually seen an experienced financial advisor, doing some research and administration related to their work, and then you will gradually begin to deal directly with customers yourself, under supervision. measurement become more experienced, you acquire your own list of customers.

When starting, the students have passed the certificate in Financial Planning (CFP), which is required by the financial services Authority (FSA) .Esto is probably will take between two and three years and must pass these tests in order to become a complete financial advisor.

Most employers provide training and pay exams, but usually is waiting for students studying outside of working hours, and many courses offer remote opportunities aprendizaje.después becoming a qualified financial advisor, regular supervision ensures that you maintain levels of competition and regulatory compliance.

Opportunities

Financial Advisor jobs can be based anywhere in the United Kingdom, although opportunities focuses mainly in large cities and the suburbios.Aunque tied financial advisor may be jobs on the payroll of a bank or insurance company, a significant proportion of the financial counsellors are self-employed.

As you gain more experience, you can move to advise on other financial products, you need to get more calificaciones.La financial services authority (FSA) is currently reviewing the large number of certificates issued by approved institutes.