financial services adviser

How to become financial services adviser

What does a financial services adviser do?

Financial services advisers work in telephone contact centres for banks, building societies and other companies that offer financial services. Job titles vary, and they are can be known as call centre agents. They deal with customer enquiries and promote financial products, either through receiving incoming calls or making outbound calls.

Advisers may deal with straightforward enquiries such as confirming account balances, or they may advise on more complex matters such as dealing with disputed items on a credit card bill.

They must follow procedures set by their employer, such as asking security questions to confirm a customer’s identity. They use computer databases to access customer information and update accounts. Advisers may also have to deal with complaints or sell financial products to customers.

What's the working environment like for a financial services adviser?

Most operators work 35 to 40 hours a week. Financial services contact centres are often open late into the evening and operate six or seven days a week, so evening and weekend shift work is common. Part-time work is also available.

Most people work in large offices with individual computers and a headset telephone. 

What does it take to become a financial services adviser?

To work as a financial services adviser, you should:

  • have excellent telephone communication skills
  • be able to work well under pressure
  • be confident in explaining financial matters to customers
  • be able to deal with all kinds of customers and offer a patient and professional service
  • work accurately and pay attention to detail
  • have computer skills.

Though there are no set requirements, employers may ask that you have GCSE's particularly in English and maths, a working knowledge of IT and some customer services skills. 

Financial services adviser career opportunities

After gaining experience it is possible to move into other roles within a call centre such as training or management. It may also be possible to move into other roles within finance such as pensions administration or financial advice.

Further information

If you would like to learn more about becoming a financial services adviser that does not appear on Hotcourses, further information can be found below.

Financial Services Skills Council
51 Gresham Street
Tel: 020 7216 7366

Institute of Financial Services
IFS House
4-9 Burgate Lane
Tel: 01227 818609

The Chartered Institute of Bankers in Scotland
Drumsheugh House
38b Drumsheugh Gardens
Tel: 0131 473 7777

Financial Services Authority
25 The North Colonnade
Canary Wharf
E14 5HS
Tel: 020 7066 1000

e-skills UK
1 Castle Lane

City and Guilds
Tel: 020 7294 2800


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