Personal Financial Advisors
Code: 13-2052.00
Bright Outlook
Median Annual Salary
Competitive / Variable
Sector & location dependent
Preparation & Education
Standard Educational Pathways
Job Zone N/A
Industry Outlook
Bright Outlook
Active demand across the UK workforce
Role Overview & What They Do
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
Also Known As (Alternative Job Titles)
Certified Financial Planner (CFP)
Financial Advisor
Financial Consultant
Financial Counselor
Financial Life Planner
Financial Planner
Investment Advisor
Portfolio Manager
Wealth Advisor
Wealth Manager
Daily Duties & On-The-Job Tasks
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies.
Frequently Asked Questions About Personal Financial Advisors
Salaries for a Personal Financial Advisors vary depending on regional demand across the UK, industry sector, relevant technical certifications, and years of experience.
Most employers hiring for a Personal Financial Advisors in the UK require a combination of relevant educational qualifications, technical certifications, or demonstrative on-the-job vocational experience.
Essential skills and tooling for a Personal Financial Advisors include: Industry standard competencies, tooling, and methods. Practitioners also benefit from strong analytical problem solving and communication skills.
Personal Financial Advisors is classified as a Bright Outlook occupation in the UK, experiencing rapid growth and numerous annual employment openings across both public and private sectors.
Live UK Vacancies for Personal Financial Advisors
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Salary Distribution
Salaries vary depending on region, certifications, and years of experience.
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