Skills and abilities: Excellent mathematical and analytical skills concerning financial information and report writing. Strong ability to communicate and negotiate.

What you’ll be doing: This role is required within various organisations selling financial products, possibly as an independent adviser for investment or pension consultancies. You may fulfil a similar role to a Financial Adviser. Typical day-to-day responsibilities include:

  • Discussing financial planning with clients, and updating clients about their investments
  • Researching and understanding financial products to explain to clients
  • Negotiating with different providers, and meeting sales and performance targets
  • Producing financial reports
  • Maintaining knowledge of products and laws

Career progression: You may choose to specialise in a specific area, or move into management. With additional qualifications and experience, there may be the option to become a partner in a firm – you may wish to become a Certified Financial Analyst. Alternatively, you may decide to move into compliance, upholding industry guidelines.

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  • Master in Finance and Investments


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