Financial Investment Advisers and Managers

This occupation may include associated occupations with varying tasks.

• interviewing prospective clients to determine financial status and objectives discussing financial options and developing financial plans and investment strategies
• monitoring investment performance and reviewing and revising investment plans based on modified needs and changes in markets
• recommending and arranging insurance cover for clients
• arranging to buy and sell stocks and bonds for clients
• advising on investment strategies sources of funds and the distribution of earnings
• setting financial objectives and developing and implementing strategies for achieving the financial objectives
• managing funds raised from personal superannuation savings policies and unit trusts
• assisting in meeting superannuation compliance requirements
• directing the collection of financial accounting and investment information and the preparation of budgets reports forecasts and statutory returns
• may refer clients to other organisations to obtain services outlined in financial plans

If you think you would like to organise, analyse and check the accuracy of financial information, or to offer advice on insurance or financial products, then you should consider a career working in Banking & Financial Services. Qualifying for a role in this sector could see you in charge of preparing budgets, financial statements, tax returns, audits and reports, managing the payroll of a large company, maintaining customer databases, ensuring procedures comply with government regulations, or participating in the development of business plans. Other roles in the Banking & Financial Services sector focus on customer service and on matching products to clients’ needs. While work in Banking & Financial Services usually takes place in an office environment, some people are able to do part of their work at home, due to the growth of remote technological capabilities. The career possibilities in finance and insurance are very broad, with plenty of scope for work across a variety of businesses. Let’s face it, most companies need financial services of some kind! And due to shifting global financial conditions, this industry is undergoing rapid changes, making it a very exciting time to get involved.

See what it's really like to work in the industry!