2422 Finance and investment analysts and advisers

In short

• ONS unit group 2422, in minor group 242 (Finance professionals) and major group 2 (Professional occupations).
• Appendix Skilled Occupations (figures as at 3 August 2026, re-checked 26 October 2026): On the list: Table 1, Table 2.
• Going rate as the tables print it:
  • Table 1, Going rate (SW – options A and D): £45,800 (£23.49 per hour)
  • Table 2, Going rate (SW – options F and I, GBM and SCU): £34,200 (£17.54 per hour)

What the ONS says

Description

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 entry routes

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.

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

Related job titles

• Credit risk analyst
• Financial adviser
• Financial consultant
• Mortgage adviser
• Pensions consultant

What the Appendix Skilled Occupations says

The Appendix lists this code in the tables below, with the tables’ own caption and the row as printed. Read the full table, and any condition in it, on GOV.UK.

Table 1: Eligible SOC 2020 occupation codes and related going rates based on median Annual Survey of Hours and Earnings (ASHE) data

SOC 2020 occupation code

2422 Finance and investment analysts and advisers

Examples of related job titles (non-exclusive)

• Credit analysts
• Financial advisers and planners
• Financial analysts
• Mortgage advisers
• Finance and investment analysts and advisers not elsewhere classified

Going rate (SW – options A and D)

£45,800 (£23.49 per hour)

90% of going rate (SW – option B)

£41,200 (£21.13 per hour)

80% of going rate (SW – option C)

£36,700 (£18.82 per hour)

70% of going rate (SW – option E)

£33,400 (£17.13 per hour)

Eligible for PhD points (SW)?

Yes

Table 2: Eligible SOC 2020 occupation codes and related going rates based on 25th percentile Annual Survey of Hours and Earnings (ASHE) data

SOC 2020 occupation code

2422 Finance and investment analysts and advisers

Equivalent SOC 2010 occupation code(s)

3534, 3537

Examples of related job titles (non-exclusive)

• Credit analysts
• Financial advisers and planners
• Financial analysts
• Mortgage advisers
• Finance and investment analysts and advisers not elsewhere classified

Going rate (SW – options F and I, GBM and SCU)

£34,200 (£17.54 per hour)

90% of going rate (SW – option G)

£30,800 (£15.79 per hour)

80% of going rate (SW – option H)

£27,300 (£14.00 per hour)

70% of going rate (SW – option J, GTR)

£25,000 (£12.82 per hour)

Eligible for PhD points (SW)?

Yes

Other unit groups in minor group 242

• 2421 Chartered and certified accountants
• 2423 Taxation experts

Sources

Occupation text: Office for National Statistics, SOC 2020 Volume 1: structure and descriptions of unit groups (file dated 27 August 2026, version V13). Contains public sector information licensed under the Open Government Licence v3.0. Open Government Licence v3.0. Tables: Home Office, Immigration Rules Appendix Skilled Occupations on GOV.UK, page updated 3 August 2026; re-checked against the page updated 8 October 2026 on 26 October 2026, tables unchanged.

All 412 occupation codes

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