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7 Banking Advisor Jobs Found

Banking advisor jobs involve providing financial advice and assistance to customers. You could be working in a call centre, bank or building society. The financial sector in the UK remains very strong. As such, there are often many jobs available and opportunities to develop your career.

Duties can vary, and will likely include providing advice regarding savings, mortgages, pensions and other financial products. The role is often a mixture of customer service and clerical-based duties, which can help to create an interesting and dynamic environment. Keep reading to learn how to become a banking advisor, including what skills and qualifications you will need.

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The role offers a good mixture of different duties. This can include the need to deal face-to-face with customers, sometimes serving as the first point of call. You could be working in a busy high street bank or in a large call centre. The role continues to change, with growing opportunities to work remotely and provide assistance online. There are a variety of specialist and general roles, such as mortgage advisor jobs in banks. Initial duties when starting out are likely to include dealing with customer inquiries/complaints and completing and filing all relevant paperwork.

As you develop, you may specialise in a particular area, such as business investment. Most roles are still office/bank based, with working hours usually 9-5. However, with the introduction of online banking services, there are growing opportunities to work remotely, which has also resulted in the introduction of shift work.

Banking advisor jobs do require you to have qualifications, often a university degree in a related subject. This can include areas such as finance, banking or economics. Many large banks and financial organisation have graduate-training schemes which can be a great way to earn a salary whilst gaining valuable skills and experience.

Whilst it is possible to enter the role without qualifications, you will likely need to demonstrate relevant skills and previous experience. In addition to any relevant qualifications, employers will look for candidates with the following bank customer service skills:

  • Excellent written and spoken communications skills
  • Good working knowledge of financial products and processes
  • Hard working and ability to multitask
  • Well presented with good customer-service skills

Banking advisor jobs can offer good long-term career prospects. The UK finance industry remains one of the largest and most important financial sectors in the world. London in particular is a hub for finance jobs, with most of the world’s top banks having bases there. Once you gain some experience and skills, you will likely have opportunities to develop your career further. This can include gaining industry-specific qualifications or specialising in a particular area, such as investment. Supervisor and team leader positions could be the next stop in your development, with management-level positions, such as department and branch manager then becoming an option.

Salaries will vary significantly in this role. An entry-level banking advisor salary begins around £23,000, rising to £28,000 for some graduate-level positions. Once you gain experience and move into more senior-level positions salaries can rise to £50,000+ depending on the location and sector you are working in.

Banking advisor jobs can provide an excellent career. Salaries have the potential to be very high and you will be working in a growing industry that values your skills. There are often many opportunities to gain further qualifications, and there are often very clear career progression routes for you to follow.

However, the role can also be demanding. Initially, you may be working closely with customers, many of whom may have complaints. This can be frustrating and upsetting at times. However, once you gain experience, you may be required to handle bigger projects and more important clients, which can bring their own difficulties. Long hours, competitive working environment and the need to constantly produce results are other negative issues related to the role.