A career as a financial adviser can be incredibly rewarding. Building long-term relationships with clients and providing personalised advice throughout different stages of their life can help them achieve their financial goals and face the future with confidence. But it’s not always easy to get started in the profession.

Whether it’s something you’ve been considering for a while or have just recently become interested in, it helps to have an understanding of exactly what a financial adviser does.

There can be a huge amount of variety within the role but the key responsibilities of a financial adviser are:

• spending valuable time talking to potential clients to understand their advice needs
• establishing rapport and building long-term relationships with clients
• conducting in-depth reviews of clients’ personal and financial circumstances, their goals and objectives for the future
• understanding clients’ attitude to taking risk and their capacity for loss
• analysing information, designing financial plans and preparing recommendations
• recommending a range of financial solutions to clients
• reviewing and responding to clients’ changing needs and financial circumstances
• communicating, where necessary, with other relevant professionals in relation to clients’ circumstances
• keeping up to date with legal, taxation and regulatory legislation
• liaising with clients in relation to changes to legislation that may affect their financial plans
• conducting business within the regulatory framework

At Future Financial Adviser our Partners each offer a training and qualification route to becoming a financial adviser and can also place you in work at the end of it.  Please visit our Develop your career – connect with our partners channel.