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Career spotlight

Finance and investment analysts and advisers

Average National Salaries (2019)

Age 20

£17,680 pile of coins

Age 35

£34,840 pile of coins

Age 50

£39,520 pile of coins
Average salary in the East Midlands: £30,160

What does this career do?

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.

Typical tasks

  • 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
  • analyses the financial position of clients, taking into account outgoings, dependants and commitments
  • advises on the relative merits of pension schemes, insurance policies and mortgages that best meet the needs of clients given their personal circumstances
  • monitors information on the socio-economic environment and interprets the implications of such information for their clients
  • prepares summary reports of findings for fund managers
  • keeps up to date with financial products, legislation and requirements for compliance with the relevant regulatory authority
  • identifies and attracts new clients by arranging visits and explaining the benefits of financial products.

Current entry requirements

There are no formal academic requirements although entrants usually possess GCSEs/S grades and a degree in a relevant subject is sometimes required. Training may be undertaken in-house or entrants may attend courses run by professional institutions. Registration with a regulatory authority is required in some positions.

Percentage in work

  • Employed

  • Unemployed

Male
(2020)
Female
(2020)

Due to insufficient sample sizes, some data was excised.

Predicted employment status in 2022

  • Part-time

  • Self Employed

  • Full-time

Predicted employment levels in the East Midlands

Career related courses available at West Notts

About the statistics

Data is powered by LMI for All and is sourced from labour market statistics from the Office for National Statistics (ONS), the Institute for Employment Research, the Department for Works and Pensions, and the UK Commission for Employment and Skills.

Next steps

To ask us a question about this career or find out about our courses or apprenticeship opportunities please use the below form or give us a call.

Call our enquiries line free on

0808 100 3626

For more information on careers please visit our

Information, advice and guidance website

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100% A Level pass rate in 2020.

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