Financial Adviser Job Descriptions

As financial advisor to help customers choose the financial products and services best suited, such as investments, savings, pensions, mortgages or insurance.
You could work in one of three ways - 'tied', 'multi-tied' or independent:
· Tied - work for banks, building societies or insurance companies, and only offer financial products, your own company · Multi-tied - dealing with a number of companies and sell only products from companies
· Asesores independent financial (AMI) - which provides the overall market advice.
Tasks typically involve:
· Set up meetings with clients
· Find out about the finances of current customers and future plans
Investigate financial products
· Details to explain products to customers can make informed decisions
· Meeting sales targets
· Negotiation with suppliers of financial products
· Keep a detailed record
· The production of financial reports
· Clients Maintain regularly updated about their investments
· Keep up to date with new products and changes in the law.

Key Skills
· Excellent communication and listening skills
· The ability to explain complex information clearly and simply
· Good sales and negotiation skills
· An interest in financial products and markets
· Good mathematical and computer skills
· The drive and motivation to meet targets
· Honesty and a trustworthy manner
· Accuracy and attention to detail
· The ability to analyse and research information.