What are you looking for

£22,000 Starter

Average salary (a year)

£65,000 Experienced

Average salary (a year)

36 to 38 a week

Typical hours (a week)

How to become

Explore the different ways to get into this job

You can get into this job through:

  • a university course
  • an apprenticeship
  • a graduate training scheme

University

You'll usually need a degree at upper second class or higher. Most degree subjects are accepted, but you may find these particularly useful:

  • economics
  • maths
  • business studies
  • accountancy
  • finance

If your degree is not related to business or finance, you could do a relevant postgraduate qualification like a master's in business administration (MBA).

A course with a placement year or a summer internship with give you valuable experience and an advantage when applying for work.

Entry requirements

You'll usually need:

  • 4 or 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths
  • 2 to 3 A levels, or equivalent, for a degree
  • a degree in any subject for a postgraduate course

Apprenticeship

You can get into this job through a senior investment and commercial banking professional degree apprenticeship. This is at level 7, which is equivalent to a master's qualification.

This will usually take about 18 to 24 months to complete. You will take professional exams as part of the apprenticeship and at the end you will be able to apply for membership of the relevant professional body.

Entry requirements

You'll usually need:

  • 4 or 5 GCSEs at grades 9 to 4 (A* to C) and A levels, or equivalent, for a degree apprenticeship

Other Routes

You could start as a graduate trainee in an investment bank or a stockbroking firm. Trainees must pass an exam that is recognised by the Financial Conduct Authority. These include:

What it takes

Find out what skills you will use in this role

Skills and knowledge

You'll need:

  • maths knowledge
  • knowledge of economics and accounting
  • analytical thinking skills
  • ambition and a desire to succeed
  • persistence and determination
  • the ability to use your initiative
  • the ability to use your judgement and make decisions
  • thinking and reasoning skills
  • to be able to use a computer and the main software packages competently

Restrictions and Requirements

You'll need to:

What you will do

Discover the day to day takes you'll do in this role

Day-to-day tasks

In your day-to-day duties you could:

  • find new investment opportunities
  • research the financial performance of your target companies
  • keep up to date with political and economic developments that affect the financial markets
  • examine company accounts
  • analyse data
  • produce reports for fund managers and stockbrokers
  • ensure that all work meets strict financial regulations

Working environment

You could work in an office.

Career path and profession

Look at progression in this role and similar opportunities

With experience and a good track record, you could become a stockbroker and progress to account manager or fund manager. 

You could also become a freelance investment consultant. 

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