Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf.
Skill level:
Highly skilled
Check your pay
- Salary range for the majority of workers in Financial and investment advisers - from £2,736 to £6,329 per month - 2025.
- A Financial and investment advisers typically earns between £2,736 and £4,473 gross per month at the start of the job.
- After 5 years of service, this is between £3,088 and £5,192 per month for a working week of 38 hours.
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Job Responsibilities
- Building and maintaining a client base
- Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies
- Setting financial objectives, and developing and implementing strategies for achieving them
- Arranging to buy and sell stocks and bonds for clients
- Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
- Recommending and arranging insurance cover for clients
