£23,400 Average salary at age 20
£47,840 Average Salary
35 Average hours per week


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.

Main 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.


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.

What Finance and investment analysts and advisers studied in higher education

A text alternative for this canvas pie chart is provided in the data table below
What Finance and investment analysts and advisers studied in higher education
Occupation Percentage Value
(G3) Statistics1
(L7) Human & social geography1
(G1) Mathematics8
(L3) Sociology1
(C1) Biology1
(H3) Mechanical engineering1
(F1) Chemistry1
(C8) Psychology2
(V3) History by topic1
(F8) Physical geographical sciences1
(Q3) English studies1
(L2) Politics3
(R1) French studies1
(N5) Marketing1
(M1) Law by area2
(M2) Law by topic2
(N8) Hospitality, leisure, sport, tourism & transport1
(V5) Philosophy1
(F3) Physics2
(L1) Economics18
(N1) Business studies10
(N4) Accounting8
(C6) Sport & exercise science1
(N2) Management studies6
(V1) History by period2
(N3) Finance14
(I1) Computer science1

UK Prospects

290300 Workforce Size
2.85% Predicted growth 2024 - 2027
22482 Predicted Replacement 2024 - 2027

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