Finance and Investment Analysts and Advisers
Finance and investment analysts and advisers advise customers, who may be individuals, companies or specialist groups, on the purchase of investments, insurance, mortgages, pensions and other financial services and products.
Mwy am y Gyrfa hon
Cyflog Cyfartalog
£31714
Mae gweithwyr newydd yn dechrau o gwmpas £18388. Mae tâl arferol yn £31714 y flwyddyn. Gall gweithwyr profiadol iawn ennill hyd at £55638.
Swyddi
5758
Mae cyfrif swyddi yn cynnwys personau cyflogedig a hunangyflogedig, ac nid yw'n gwahaniaethu rhwng swyddi llawn amser a rhan-amser.
Tasgau Dyddiol
- 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.
Sgiliau y mae Cyflogwyr yn chwilio amdanynt
Sgiliau Meddal
Sgiliau meddal yw sgiliau an-dechnegol sy'n cynnwys sut rydych chi'n rhyngweithio â chydweithwyr, yn datrys problemau, ac yn rheoli eich gwaith
-
Gwrando Gweithredol
-
Meddwl Beirniadol
-
Siarad
-
Dysgu Gweithredol
-
Mathemateg
-
Dealltwriaeth Ddarllen
-
Ysgrifennu
-
Monitro
-
Strategaethau Dysgu
-
Gwyddoniaeth
