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.


  • Carries out and/or supervises general accounting and administrative work.
  • Establishes terms of credit and ensures timely payment by customer, renegotiates payment terms and initiates legal action to recover debts if necessary.
  • Checks customers’ credit rating with banks and credit reference agencies, and decides whether to offer credit.
  • Manages teams handling insurance claims.
  • Takes responsibility for the efficient and effective operation of several business accounts.
  • Develops and manages business accounts to increase sales of financial products.

Typical Education Level

Honours, Bachelor's degree

Will retirement created job openings

In the UK, 11% 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

£31,990 Average wage

Average annual earnings

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

3,964 positions

Current Employment

The number of jobs in the career for the current year is 3,964. 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 £16,426, while highly experienced workers can earn as much as £66,972

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, 3,964 people are employed in the region.

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