Financial Advisor

A financial advisor helps individuals and businesses make decisions about their money. This includes advising on investments, pensions, mortgages, tax planning, and insurance. Advisors meet with clients to understand their financial goals, analyse their current financial situation, and recommend suitable financial products or strategies. They must keep up to date with financial regulations and products, and need strong communication and analytical skills. Many financial advisors work for banks, building societies, or specialist advisory firms, while others are self-employed. It is a regulated profession, so financial advisors must be authorised by the Financial Conduct Authority.