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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.

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About this Career

£28,860

Average salary

New workers start around £16,395.48. Normal pay is £28,860 per year. Highly experienced workers can earn up to £54,949.98.

18

Annual Openings

Job counts include both employed and self-employed persons in Cornwall, and do<br /> 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

The number of unique job postings in your area that have listed this skill in the last year.

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

Our colleges

Truro College
College Road
Truro
Cornwall
TR1 3XX

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