Finance Career Advice

Jobs in finance can cover many different business sectors so you can find a position in other industries. The majority of jobs are in banking or financial institutions across the UK. Finance careers provide many choices for job roles, so you can easily find a job that suits your skill set and particular are of interest.

How to Work in Finance

Choosing your career path and learning how to become the person you aspire to be is not always straight forward; getting a job in your chosen industry will take dedication, focus and the right qualifications.

When you have chosen the career path you wish to follow, you will need to learn how to get a job in Finance

Should you wish to work in Finance you will need to evaluate what courses are required, their cost and what qualifications you need. It is important that you also assess whether you have the right credentials from a personality point of view, what the demands of the job are and whether they complement the lifestyle that you desire.

Another factor to consider, should you wish to fulfil your career aspirations, is the number of jobs you will need to have to reach your ultimate job, and the length of time it will take to reach this goal.

Common Qualifications for a Finance Job

  • 2 or 3 A levels (finance officer or financial advisor)
  • Level 2 Certificate in Bookkeeping (finance office)
  • Level 2 Certificate in Accounting (finance office)
  • Level 3 Certificate in Financial Studies (finance office)
  • University degree (financial adviser)

Core Finance Skills

You will need a good head for numbers and excellent analytical skills. Excellent attention to detail is essential as you will be working with complex data and according to strict guidelines and regulations. 

Finance professionals have excellent organisation skills, and many tasks will have strict deadlines. Good communication skills will be useful too, as you will work with people across many seniority levels.

If you are looking for a fast-paced career, then a job in finance is for you.

Key Responsibilities for a Finance Job

  • Planning financial projects for clients
  • Researching new financial products on the market
  • Developing forecasts
  • Preparing budgets and investment strategies
  • Executing financial tasks
  • Strategising fund procurements
  • Monitoring investments
  • Managing ROI tracking
  • Reporting to senior management
  • Evaluating financial performance of the business portfolio

What to expect in a Finance Job

Working in finance will usually start in a junior role and working towards a more senior position as you gain experience and more qualifications. Many of the top financial institutions have a graduate finance program so that you can work for some of the most recognised names in the industry. You will usually work in an office or within a bank, and work can involve working on complex projects on your own or collaborating with other professionals.