Why do 93% of women recommend the career to other women?

 

At a time when many professionals are looking for greater flexibility, purpose, and career fulfilment, financial advice is increasingly standing out as a profession where women can build successful careers while making a meaningful difference to people's lives.

Here are some of the reasons why so many women in the profession encourage others to follow in their footsteps.

 

1.    It’s about more than numbers 

One of the biggest misconceptions about financial advice is that it's solely about investments, regulations, and spreadsheets.

In reality, successful advisers spend much of their time building relationships, understanding clients' goals, and helping people navigate important life decisions. Whether it's planning for retirement, protecting a family, or helping someone achieve their financial ambitions, advisers play a central role in supporting their clients' futures.

For many women, this people-focused aspect of the profession is one of its greatest attractions. It combines technical expertise with communication, empathy, and problem-solving, creating a career that feels both challenging and rewarding.

 

2.    Flexibility without sacrificing ambition

Many women are looking for careers that allow them to balance professional success with responsibilities outside of work.

Financial advice offers a level of flexibility that can be difficult to find elsewhere. While advisers work hard to deliver great outcomes for clients, many have the ability to structure their schedules in a way that works for them and their families.

Rather than success being defined by where or when work gets done, it's often measured by the quality of client relationships and the results delivered. This flexibility can be particularly valuable for parents and carers who want a rewarding career alongside other commitments.

 

3.    Life experience is an advantage, not a barrier 

Unlike some professions where career breaks or non-traditional career paths can feel like barriers, financial advice often values diverse experiences.

Many female advisers have entered the profession after careers in teaching, healthcare, retail, marketing, HR, or following time away from work altogether.

Clients want advisers who understand real-life challenges and can relate to their circumstances. The experiences gained through raising a family, managing household finances, caring for loved ones, or navigating life's ups and downs can all help advisers build trust and meaningful relationships with clients.

As a result, many women find that the skills they've developed throughout their lives become professional strengths.

 

4.    The opportunity to make a real different 

Many careers offer success but few offer the chance to make a tangible impact on someone's life.

Financial advisers help clients make confident decisions about their money and long-term goals. They provide reassurance during uncertain times and help individuals and families achieve outcomes that matter to them.

Knowing that your work has improved someone's financial wellbeing or helped them reach an important milestone can bring a strong sense of purpose to the role.

For many women in the profession, this ability to make a difference is one of the most rewarding aspects of the job.

 

5.    A career for the long-term 

Financial advice is a profession that rewards continuous learning and development.

For women looking to build a long-term career, there are clear qualification pathways, opportunities for progression, and the potential to grow a successful client business over time.

Importantly, many employers and training programmes are actively focused on attracting and supporting more women into the profession. This creates an environment where aspiring advisers can develop their knowledge, build confidence, and achieve their ambitions.

 

Our profession needs more women 

Women often bring valuable perspectives, experiences, and communication styles that help create stronger client relationships and better outcomes.

As the profession continues to evolve, there is growing recognition that clients benefit from having access to advisers from a wide range of backgrounds.

Many female advisers who recommend the career do so because they want other women to discover the same opportunities they have found: meaningful work, professional growth, flexibility, and the chance to help others.

 

The Verdict

When 93% of women financial advisers recommend the profession to other women, they're not just endorsing a job. They're advocating for a career that offers flexibility, purpose, progression, and the opportunity to make a real difference.

For women considering a career change, returning to work, or looking for a profession that combines personal fulfilment with professional success, financial advice may be one of the best-kept secrets in the modern workplace.

 

Learn more about becoming a financial adviser today: Could financial advice be your next career move? | St. James’s Place