SOC 2020 · 2422
Finance and investment analysts and advisers
Immigration Rules Appendix Skilled Occupations from
Skilled Worker
Eligible
This occupation appears on Appendix Skilled Occupations.
Salary floor
£45,800
The going rate, £45,800, is the higher of the two.
Shortage lists
Not listed
This code is on neither the Immigration Salary List nor the Temporary Shortage List.
Salary the job must pay
A Skilled Worker job must pay at least the higher of the general threshold and the going rate for its occupation code.
Going rate (standard)
£45,800
General threshold
£41,700
Visa thresholds from
Minimum for this role
£45,800
Home Office going rates from
New entrants and some other cases can use 70% of the going rate, £33,400, subject to the lower general threshold of £33,400.
What this occupation actually pays
ONS Annual Survey of Hours and Earnings, full-time gross annual pay.
- UK pay for this occupation
- Going rate£45,800
- General threshold£41,700
View these figures as a table
| Percentile | Pay |
|---|---|
| 10th | £28,442 |
| 25th | £36,872 |
| 50th | £50,330 |
| 75th | £70,665 |
| Going rate | £45,800 |
| General threshold | £41,700 |
| Region | 10th | 25th | Median | 75th | 90th |
|---|---|---|---|---|---|
| UK 2025 | £28,442 | £36,872 | £50,330 | £70,665 | — |
| East 2025 | — | — | £47,829 | — | — |
| London 2025 | — | — | £64,672 | — | — |
| North East 2025 | — | — | £35,449 | — | — |
| North West 2025 | — | — | £45,060 | — |
Job titles in this code
What the work involves
Finance and investment analysts and advisers advise customers, who may be individuals, companies or specialist groups, on the purchase of investments, insurance, mortgages, pensions and other financial services and products.
Typical tasks
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
analyses the financial position of clients, considering outgoings, dependants and commitments
advises on the relative merits of pension schemes, insurance policies and mortgages that best meet the needs of clients given their personal circumstances
monitors information on the socio-economic environment and interprets the implications of such information for their clients
prepares summary reports of findings for fund managers
keeps up to date with financial products, legislation and requirements for compliance with the relevant regulatory authority
identifies and attracts new clients by arranging visits and explaining the benefits of financial products
Entry routes and qualifications
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.