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Finance and Investment Analysts and Advisers

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About this career

£36,648

Median salary

New workers start around £21,249.10. Normal pay is £36,648 per year. Highly experienced workers can earn up to £64,294.10.
7

Jobs

Subjects achieved a 100% pass rate, including Maths, Further Maths, Physics, English Literature and Spanish.

Daily Tasks

  • 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, considering 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.

Skills

Job postings

Active Listening
78
Critical Thinking
75
Speaking
75
Active Learning
73
Mathematics
70
Reading Comprehension
70
Writing
68
Monitoring
67
Learning Strategies
64
Science
13