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Financial Advisor Job Description: Top Duties and Qualifications

Edited by Indeed Employer Content Team
Last updated 5 November 2025
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7 min read

A Financial Advisor, or Independent Financial Advisor helps people or businesses organise their finances. Their duties include discussing finances and financial goals with clients, developing financial strategies for clients and reporting on financial progress.

Financial Advisor duties and responsibilities

Financial Advisors perform several tasks to serve their clients better. Their responsibilities vary depending on their speciality, but often include:

  • Meeting clients and discussing their finances and financial goals
  • Researching financial products for clients and explaining their key features and benefits
  • Negotiating better financial deals with providers on a client’s behalf
  • Researching financial law changes and economic trends
  • Reporting their clients’ financial results and investment progress
  • Supporting investment professionals to cultivate client relationships

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Financial Advisor Job Description Examples:

Example 1

Humber Recruitment are delighted to be recruiting for a Senior Financial Accountant for a client based in Grimsby.

Experience of working within a large and busy business is essential, along with experience of managing people.

The ideal candidate will be someone who is ambitious and driven with a clear career path.

The role will include but not be limited to:

  • analysing current costs and revenues.
  • preparing complex balance sheets.
  • profit and loss statements.

This role is to be worked remotely.

Salary is dependent upon experience.

Reference ID: SFA01

Job Types: Full-time, Permanent

Job Types: Full-time, Permanent

Schedule:

  • Day shift

Education:

  • Bachelor's (preferred)

Experience:

  • accounting: 1 year remotely:
  • No


Edit job

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Job Type: Full-time

Salary: From £30,000.00 per year

Benefits:
  • Company pension
Schedule:
  • 8 hour shift

Ability to commute/relocate:
  • Grimsby: reliably commute or plan to relocate before starting work (required)

Experience:
  • SAP Finance & Controlling: 3 years Location: One location

Example 2

*Opportunities in the UK

We are actively hiring experienced Independent Financial Advisors for a variety of positionsinternationally*. The role and support offered will be based on your experience and career aspirations.

WorldNet Consultants Ltd is a boutique-style recruitment company which has now been established for over 25 years and is recognised as the leading offshore “specialists”, placing high calibre professionals for the elite Wealth Management Brokers.

Our selective client base includes the UK, Europe, Africa, Latin America, the Caribbean, the Middle East, Far East, Canada and Australasia with opportunities available in exciting, prestigious cities. (For the purpose of advertising our services this job is posted for London, UK).

Key responsibilities and activities will include:

· Looking after and growing a portfolio of clients.

· Seek and develop new external business opportunities.

The ideal candidate will have:

· An entrepreneurial mindset and prepared to invest in themselves

· Experience working in a target driven sales environment

· Well-spoken and confident dealing with a wide range of individuals including clients and other professionals.

· Strong communication and closing skills

The candidate should be experienced in all areas of financial planning covering investments, pensions, protection planning and corporate financial planning, mortgages, equity release.

Work remotely:
  • Yes / Hybrid

Job Types: Full-time, Permanent

Salary: £50,000.00-£150,000.00 per year

Additional pay:
  • Bonus scheme
  • Commission pay
  • Performance bonus
  • Yearly bonus
Schedule:
  • Monday to Advising: 5 years (preferred)

Example 3

**Opportunities in the Europe / South Africa / Mauritius

We are actively hiring experienced Independent Financial Advisors for a variety of positionsinternationally*. The role and support offered will be based on your experience and career aspirations.

WorldNet Consultants Ltd is a boutique-style recruitment company which has now been established for over 25 years and is recognised as the leading offshore “specialists”, placing high calibre professionals for the elite Wealth Management Brokers.

Our selective client base includes the UK, Europe, Africa, Latin America, the Caribbean, the Middle East, Far East, Canada and Australasia with opportunities available in exciting, prestigious cities. (For the purpose of advertising our services this job is posted for London, UK).

Key responsibilities and activities will include:

  • Looking after and growing a portfolio of clients.
  • Seek and develop new external business opportunities.

The ideal candidate will have:

  • Dip Cii level 4 in Financial Planning preferred but not essential
  • Ability to network and build a solid client base
  • An entrepreneurial mindset and prepared to invest in themselves
  • Experience working in a target driven sales environment
  • Well-spoken and confident dealing with a wide range of individuals including clients and other professionals.
  • Strong communication and closing skills

The candidate should be experienced in all areas of financial planning covering investments, pensions, protection planning and corporate financial planning, mortgages, equity release.

Work remotely:

  • Yes / Hybrid / Tripping

Job Types: Full-time, Permanent

Salary: £75,000.00-£200,000.00 per year

Schedule:
  • Monday to Friday
Supplemental pay types:
  • Bonus scheme
  • Commission pay
  • Performance bonus

Example 4

There are very few opportunities in the market that offer independence, salary, strong commission structure, qualified leads, option to work from home or office with a successful growing business. This role includes all of these!

Position available for a Financial Adviser to join an excellent Financial Services company, to service and grow an existing client book. Based from their city office in Leeds or you can work from home (or a combination of both).

This is an opportunity for an adviser who is professional, articulate and holds Level 4 Diploma / current or recent CAS.

The company invests heavily in client generation and therefore you do not need to bring any of your own clients.

On site Paraplanner/Compliance support is provided.

Employed role with a basic salary up to £60,000pa
2x validation

OTE £100,000+ Uncapped bonus
Benefits include, Pension + DIS

Mentoring/training for less experienced advisers.

Job Types: Full-time, Permanent

Benefits:

  • Casual dress
  • Company events
  • Company pension
  • Employee discount
  • Work from home

Schedule:

  • Monday to Friday
  • No weekends

Supplemental pay types:

  • Bonus scheme
  • Commission pay
  • Performance bonus

Ability to commute/relocate:

  • Leeds

Application question(s):

  • Minimum Level 4 Diploma qualified?

Job Types: Full-time, Permanent

Pay: £45,000.00-£95,000.00 per year

Benefits:
  • Company pension
  • Employee discount
  • Life insurance
  • Private medical insurance
  • Work from home
Schedule:
  • Monday to Friday
Supplemental pay types:
  • Bonus scheme
  • Performance bonus



Experience:
  • Financial Advising: 1 year Location: In person

Example 5

About the job

An exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK, with over £148 Billion in funds under management. Apollo Private Wealth is offering an opportunity to join our growing team of successful Wealth Advisors.

About Us

Apollo Private Wealth is a leading wealth management firm and multi-family office based in London managing wealth for private clients, families, and institutions. We combine the institutional strength of the FTSE 100, St. James’s Place Wealth Management Group, with a highly personal service of a partner-owned boutique to deliver exceptional client outcomes.

Our Culture

We believe our people are our greatest asset and we will be judged by the quality of people we recruit and retain.

We believe in the spirit of ownership because our people take results personally and want to build something great together. We value talented individuals who aren’t afraid to be bold, resourceful, and committed. In return, we offer opportunities for the development and wealth creation for our people.

At Apollo Private Wealth, it’s not about what and where you studied or where you worked, it’s about what you can do. If you see yourself working for a company that allows you to excel at the speed of your talent, then a career at Apollo Private Wealth may be for you.

We are looking for qualified, experienced Financial/Wealth Advisors with a minimum of 2 years’ industry experience to join our team.

If you aren't yet experienced but have your Level 4 qualification then still make your application and we can have a conversation.

You will have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management. We have extensive experience in developing individuals from an employed role and transitioning them into business owners of their own wealth management business. You will receive coaching from some of the most experienced and respected individuals in the wealth management industry.

This is a challenging role but if you have the grit and determination to make it happen our opportunity will reward you with fantastic earnings.

Requirements

  • Qualified with a QCF Level 4 Diploma
  • Advisory experience
  • Demonstrate how you have built and maintained a client base
  • Deep desire to grow and succeed
  • Team player who wants to work with us to continue to build our successful Practice




Highly Competitive Package

The firm has a strong culture of developing and nurturing its advisers with a track record of achieving earnings between £100,000 to £400,000

The package includes the following:

· Remuneration equivalent to 70% - 80% of new revenue

· Comprehensive training and development program

· Work from anywhere in the UK

· Middle office and back-office support - based in Canary Wharf

· Provide qualified leads

· Operational costs covered

· Option of employed roles and self-employed with financial support for subsistence and marketing costs

· A clear pathway to equity and client base ownership

Job Type: Full-time

Salary: £100,000.00-£400,000.00 per year

Benefits:
  • Company events
  • Flexitime
  • Work from home

Education:
  • GCSE or equivalent (preferred)

Experience:
  • financial advice: 2 years Location: Hybrid remote in London

Example 6

Job Title: Financial Adviser

Location: Edinburgh/Glasgow/Dundee/North Berwick

Minimum Requirements: Level 4 Diploma in Regulated Financial Planning

Earnings: Self-employed opportunity with uncapped earnings and the opportunity to build value within the practice

Are you a qualified advice professional looking to progress your career?

Since establishing in 2014, Gilson Gray Financial Management LLP is highly regarded as one of the fastest growing companies in Scotland. The company is a Senior Partner Practice of St. James’s Place Wealth Management and offers holistic wealth management advice to private and corporate clients across the UK.

Operating across the central belt of Scotland, Gilson Gray has further expansion plans and is looking for Financial Advisers *to join us to provide holistic financial planning advice to private and corporate clients based across the UK. The business is seeking a highly motivated, ambitious, self-starter to join us in building quality, long-term relationships with clients.

How Gilson Gray Financial Management will support you:

· Bespoke support to smooth your transition into our business

· Existing client servicing opportunities with both private and corporate clients

· Access to our distinctive approach to investment management

· The St. James’s Place Advice Guarantee*

· Specialist advice and technical support

· Exceptional marketing support, including client events

· Support in working towards Chartered status

· The power of the St. James’s Place brand

· Streamlined administration allowing more face-to-face time with clients

Additional Marketing & Administration Support:

You will receive support and training to build your own network of introducer relationships. If you need help with lead generation, we can give you the sales and marketing support you need, with opportunities to access a portion our existing client bank.

You will have the benefit of working with well-trained people using proven processes and the latest technology. We will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on generating face-to-face activity with clients, without being burdened with excessive administration.

What we are looking for:

  • Diploma Level 4 qualified preferably with 1 years’ experience giving holistic financial advice
  • A professional attitude to work that helps us maintain a supportive culture within the business
  • Capability of working to a target efficiently, maximising and activating the potential of every lead
  • Looking for your next logical step in your career and can demonstrate that you are very proactive, dynamic and ambitious
  • A sufficient self- starter who can maximise the GGFM support structure behind you to reach your full potential
  • A focus on best practice, strong team spirit, positive customer outcomes and experience.
  • The ability to engage successfully with new leads and new customers efficiently and proactively

What will you be doing?
  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients
  • Building and maintaining your client base
  • Providing clients with advice and guidance on lending, mortgage, investment and insurance products
  • Establishing client’s future requirements and tailoring advice and services to meet these needs
  • Giving sound advice on the best options available to safeguard client financial assets

Job Type: Full-time

Benefits:
  • Casual dress
  • Flexible schedule
  • Referral programme
  • Wellness programmes
  • Work from to Friday

Example 7

Templegate Recruitment
Financial Services Specialist Recruiters

Job Title: Employed Financial Advisor

Location: Bognor Regis

Salary: £40,000
  • £45,000 (depending on experience and qualifications)

Benefits:

  • Pension Contribution
  • 25 days holiday plus bank holidays
  • Monday - Friday 9.00 - 17.00
  • On-site parking

About the Company:

With over two decades of providing expert financial advice, our client are the trusted choice for individuals and business alike. They aim to provide a superior level of service by utilising a dedicated team of experts that aim for lasting success and strong partnerships.

Our client is seeking a skilled and experienced Financial Adviser to join their team and provide comprehensive financial planning and advisory services to their clients.
As a Financial Adviser, you will play a crucial role in assisting individuals and businesses in making informed financial decisions, managing their assets, and achieving their financial goals.
You will be responsible for analysing financial data, assessing risks, developing personalised financial plans, and offering strategic investment advice.
The ideal candidate should possess a deep understanding of financial markets, excellent analytical skills, and exceptional interpersonal abilities.

What Your Day to Day Duties Will Include:

  • Provide Personalised Financial Advice: Meet with clients to assess their financial goals, investment preferences, and risk tolerance. Understand their current financial situation and develop customised financial plans tailored to their specific needs and objectives.
  • Conduct Comprehensive Financial Analysis: Gather and analyse financial information, including income, assets, investments, and debts, to evaluate clients' financial health. Identify areas for improvement, risks, and opportunities.
  • Offer Investment Recommendations: Utilise your knowledge of financial markets, investment products, and asset allocation strategies to provide, with the help of our research and Paraplanning team, informed investment recommendations to clients. Help clients make well-informed decisions with their portfolios.
  • Monitor and Review Client Portfolios: Regularly review client portfolios to ensure they remain aligned with their financial goals. Monitor market trends, economic indicators, and changes in investment strategies to make necessary adjustments and maximise returns within risk parameters.
  • Provide Retirement Planning Guidance: Assist clients in planning for their retirement by evaluating their retirement goals, estimating future income needs, and recommending appropriate retirement savings and investment strategies.
  • Educate Clients: Clearly explain complex financial concepts and investment options to clients, ensuring they have a solid understanding of their financial plans. Help clients develop financial literacy and empower them to make informed decisions.
  • Stay Updated on Financial Regulations and Industry Trends: Keep abreast of relevant financial regulations, tax laws, market trends, and industry developments. Continuously expand your knowledge and expertise to provide up-to-date and accurate advice.
  • Build and Maintain Client Relationships: Establish and nurture long-term relationships with clients based on trust, professionalism, and exceptional service. Proactively communicate with clients to provide updates, address concerns, and adapt financial plans as needed.

What is Needed to Be Considered:

  • Relevant industry approved certifications such as Level 4 Diploma or Chartered Adviser status.
  • Proven experience as a Financial Adviser, Financial Planner, or similar role, demonstrating a successful track record in providing financial advice and managing client portfolios.
  • In-depth knowledge of financial planning principles, investment strategies, asset allocation, retirement planning, and tax considerations.
  • Strong analytical skills with the ability to assess complex financial data, identify trends, and recommend suitable investment options.
  • Excellent interpersonal and communication skills, with the ability to build trust and establish rapport with clients. Ability to explain financial concepts clearly to clients with varying levels of financial literacy.
  • High ethical standards and a commitment to acting in the best interests of clients. Familiarity with regulatory requirements and compliance standards in the financial industry.
  • Proactive mindset with strong problem-solving abilities. Ability to adapt to changing market conditions and recommend appropriate strategies accordingly.
  • Professional demeanour, integrity, and a strong work ethic. Ability to maintain confidentiality and handle sensitive financial information.

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Job Types: Permanent, Full-time

Salary: £40,000.00-£45,000.00 per year

Benefits:
  • Company pension
  • Financial planning services
  • Free parking
Schedule:
  • Monday to Friday



Ability to commute/relocate:
  • Bognor Regis: reliably commute or plan to relocate before starting work (required)


Work Location: In ID: 1596
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What does a Financial Advisor do?

Financial Advisors help individual and business clients manage their finances better. They help their clients choose investments and financial products, including home loans and insurance. They also help them build their savings and reduce their debts. Financial Advisors typically specialise in working with either individuals or business clients. It’s also common for Financial Advisors to work with clients with specific needs, such as high-income earners or people nearing retirement. Good Financial Advisors help financial firms build credibility and customer loyalty. Successful Financial Advisors often generate positive word-of-mouth referrals which help these firms grow.

Financial Advisor skills and qualifications

Financial Advisors use a combination of industry-specific and people skills to help their clients. A successful Financial Advisor candidate will have various prerequisite skills and qualifications that typically include: 

  • Good customer service for pleasant and productive client interactions
  • Verbal and written communication, including active listening, for determining client needs and reporting financial progress
  • Negotiation skills for securing the best deals for clients
  • Understanding of economics, accounting and other financial concepts
  • Mathematics for developing sound financial strategies
  • Computer literacy, including confidence using office and accounting programs

Financial Advisor experience requirements

Financial firms typically employ Financial Advisors who have worked as Financial Services Administrators or Customer Service Advisors in banks. These positions help improve their customer service skills and industry knowledge.

Financial Advisor education and training requirements

Financial Advisors usually need a degree in financial services, accountancy or business management. Students need two or three A levels, or equivalent, to enter these degree programs. Some financial firms accept candidates who have completed financial advisor higher apprenticeships or financial services professional degree apprenticeships. These apprenticeships provide practical experience delivering financial advice.

Financial Advisors also need a Level 4 qualification in financial advice recognised by the Financial Conduct Authority. Relevant Level 4 qualifications include a Diploma in Regulated Financial Planning from the Chartered Insurance Institute, a Diploma for Financial Advisers from The London Institute of Banking & Finance and an Investment Advice Diploma from the Chartered Institute for Securities & Investment.

Financial Advisor salary expectations

According to Indeed Salaries, the average salary for a Financial Advisor in the UK is £39,494 per year. Salaries vary according to experience, location and area of speciality.

Job description samples for similar positions

If you do not have a vacancy for a Financial Advisor, perhaps another job description from the finance sector would suit you better. Discover our job description samples for similar positions by clicking the links below.

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Financial Advisor job description FAQs

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