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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.

More about this Career

Average Salary


New workers start around £17455. Normal pay is £32039 per year. Highly experienced workers can earn up to £60256.



Job counts include both employed and self-employed persons, and do not distinguish between full- and part-time jobs.

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, 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.

Skills Employers are looking for

Soft skills

Soft skills are non-technical skills that include how you interact with colleagues, solve problems, and manage your work

  • Active Listening


  • Critical Thinking


  • Speaking


  • Active Learning


  • Mathematics


  • Reading Comprehension


  • Writing


  • Monitoring


  • Learning Strategies


  • Science


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