Finance and Investment Analysts and Advisers

Job holders in this unit group advise customers, who may be individuals, companies or specialist groups, on the purchase of investments, insurance, mortgages, pensions and other financial services and products.


New workers
£ 20,774
£ 36,601
£ 69,670

Available jobs

In the past year there were 176,206 vacancies for this type of job

Related courses

People work towards these careers by taking these courses at college and uni.

What they do most days?

  • Identifies and attracts new clients by arranging visits and explaining the benefits of financial products.

  • Keeps up to date with financial products, legislation and requirements for compliance with the relevant regulatory authority.

  • Prepares summary reports of findings for fund managers.

  • Monitors information on the socio-economic environment and interprets the implications of such information for their clients.

  • Advises on the relative merits of pension schemes, insurance policies and mortgages that best meet the needs of clients given their personal circumstances.

  • Analyses the financial position of clients, taking into account outgoings, dependants and commitments.

  • Predicts the likely long- and short-term future performance of securities and other financial products and advises upon what will be an appropriate investment for their clients.

Hard Skills

Hard skills are specific, learnable, measurable, often industry or occupation-specific abilities related to a position.

Skills are ranked based on the number of job adverts that list them as required skills.

  • Finance

  • Accounting

  • Financial Services

  • Investments

  • Financial Planning

  • Financial Analysis

  • Auditing

  • Financial Statements

  • Key Performance Indicators (KPIs)

  • Financial Modeling

Soft Skills

Soft skills can be self-taught and usually do not necessitate a certain completed level of education.

Skills are ranked based on the number of job adverts that list them as required skills.

  • Communications

  • Management

  • Detail Oriented

  • Forecasting

  • Sales

  • Microsoft Excel

  • Planning

  • Customer Service

  • Research

  • Budgeting

How do I get a job like this?

People in these types of job started their career paths after studying courses like the ones below.