- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Prepare forms or agreements to complete sales.
- Sell services or equipment, such as trusts, investments, or check processing services.
- Contact prospective customers to present information and explain available services.
- Develop prospects from
Financial services customer adviser | Average UK Salary & Outlook
Financial services customer advisers work in contact centres for banks, insurance, investment and credit companies.
Financial services customer advisers typically work around 36 to 38 hours per week.
As a Financial services customer adviser you will typically work evenings / weekends / bank holidays.
This occupation tends to be:
| Average salary |
| 26,838 GBP * |
| per year |
Salary statistics
Average salary for Financial services customer adviser
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28,711 GBP
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25,831 GBP
Average salary for part-time Financial services customer adviser
Average salary for full-time Financial services customer adviser
Showing:
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11,995 GBP
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12,755 GBP
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7,047 GBP
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26,838 GBP
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25,831 GBP
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28,711 GBP
Salary over time for Financial services customer adviser
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22,407 GBP
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22,861 GBP
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23,096 GBP
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24,455 GBP
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24,270 GBP
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24,701 GBP
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26,838 GBP
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25,910 GBP
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25,905 GBP
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Future outlook for Financial services customer advisers
Fair outlook
126 000+ jobs available 
Balanced outlook
2% yearly wage growth (on average)
Balanced outlook
58% chance of automation in the future Financial services customer adviser - Your future job?
Which qualifications do I need?
Find out what you need to know in order to become a Financial services customer adviser and the highest average level of education for people in this role.
What soft skills do I need?
Rise above the competition by brushing up on the 5 most important soft skills you need to become a Financial services customer adviser.
Persuasion Persuading others to change their minds or behavior
Active Listening Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
Critical Thinking Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Speaking Talking to others to convey information effectively
Reading Comprehension Understanding written sentences and paragraphs in work related documents
What technical skills do I need?
Technical skills are programmes, softwares and things you need to know in order to be a successful Financial services customer adviser. Check that you know:
Things to highlight for your Financial services customer adviser interview
Integrity Job requires being honest and ethical. Dependability Job requires being reliable, responsible, and dependable, and fulfilling obligations. Attention to Detail Job requires being careful about detail and thorough in completing work tasks. Cooperation Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude. Self Control Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
