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Careers in Financial Advice

Interested in a career where you can make a difference?

Visiting from Anthony Gell School Careers Fair? Welcome! 👋

Financial advice is about much more than numbers. It combines people, problem-solving and purpose, helping people make important decisions about their money and their future.

If today's event has made you curious, I've brought together some useful resources to help you explore the different careers available and the ways you can get started.

Could financial advice suit you?

You don't need to be a maths genius or already know lots about finance.

The profession needs people with different strengths. You might enjoy:

Working with people and building relationships
Solving problems and working things out
Research and analysis
Organising and making things happen
Explaining complicated ideas simply
Doing work that can make a real difference to people's lives

Technical knowledge can be learnt. Curiosity, communication, integrity and an interest in people are every bit as important.

What jobs are there?

Financial Adviser

Works directly with clients, understanding what they want from life and helping them make informed financial decisions.

Paraplanner

Researches and analyses different options and works with advisers to develop financial plans.

Client Support / Administrator

Helps look after clients and keeps everything running smoothly behind the scenes.

Compliance

Helps firms maintain high professional standards and ensures clients are treated fairly.

Mortgage Adviser

Helps people understand their borrowing options and make decisions about financing a home.

And these are only some of the possibilities.

How do you get started?

There's no single route into financial advice.

Apprenticeship

Earn while you learn by combining a job with professional study and practical experience.

School or college leaver

Start in a trainee, administration or client-support role and develop your career while gaining professional qualifications.

University

A degree can provide another route into the profession, although you don't need to go to university to build a successful career in financial planning.

People often move between roles as their experience, qualifications and interests develop.

Thinking about university?

You don't need a degree to become a financial adviser, but university is one possible route.

Coventry University

Coventry University offers a degree specifically in Financial Planning and Wealth Management.

Complete University Guide

Find out more about becoming a financial adviser and some of the qualifications and routes you could consider.

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