Finance and Investment Analysts and Advisers

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.