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
- The majority of Financial and investment advisers earn a salary between £1,751 and £7,814 per month in 2024.
- A monthly wage for entry-level Financial and investment advisers ranges from £1,751 to £5,525.
- After gaining 5 years of work experience, their income will be between £2,023 and £6,460 per month.
Salary Check
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