Finance or Investment Analyst/Pdviser

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.


  • 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.

Typical Education Level

Honours, Bachelor's degree

Will retirement created job openings

In the UK, 8% in this profession are aged 55 or above.* They will likely retire in the next 10 years, creating a demand for new workers

*This is based on national data


Average annual earnings

The current average wage for finance or investment analyst/pdviser is £31,990

4,323 positions

Current Employment

The number of jobs in the career for the current year is 4,323. Job counts include both employed and self-employed persons, and do not distinguish between full- and part-time jobs.


Job Postings

Over the past year, jobs have been posted for finance or investment analyst/pdviser roles.

How well does it pay?

Normal pay for this occupation is £31,990 per year. That is about £2,666 per month or £16.41 per hour. New workers generally start on £20,779, while highly experienced workers can earn as much as £55,224

Is it growing or declining?

This career has remained the same over the last 2 years, and is expected to remain the same over the next 4 years. Currently, 4,323 people are employed in the region.

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