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.
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.
Salaries for this occupation tend to start at £44,000 per annum and can progress up to £44,000 per annum.
There are currently 17,682 employed Finance & Investment Analysts & Advisers in the region.