Finance and Insurance

The finance and insurance sector helps people and businesses manage money and plan for the future. It includes banks, building societies, insurance companies, and financial services, helping people save, invest, borrow, and protect what matters to them.

Careers in Finance and Insurance

The Finance and Insurance sector offers lots of different career opportunities and the chance to develop valuable skills. It is a great place to work if you enjoy working with numbers, solving problems, and helping people make important decisions. You could work as an accountant, insurance adviser, financial planner, payroll officer, mortgage adviser, or investment analyst. Whatever role you choose, you can make a real difference by helping people and organisations make informed financial decisions and achieve their goals.

Person working at desk with lots of computer screens.
Image credit: Pexels
Salary Information

How much can you earn working in Finance and Insurance?

The Finance and Insurance sector offers a range of entry-level jobs that can help you gain experience and build new skills. As you learn and develop, you may have the chance to move into more senior roles with greater responsibility and higher pay.

Salary ranges are based on job adverts from 2025 to 2026 and can vary and overlap depending on experience, qualifications, employer, and location. It may take time to gain the skills and experience needed to progress to the next career level and salary range.

£0
Entry Level roles may range from £17,000 to £32,500 a year.
£0
Intermediate roles may range from £32,500 to £67,500 a year.
£0
Advanced roles may range from £57,500 to £200,000 a year.
Careers in Finance and Insurance

View a variety of jobs

Discover the different careers available in finance and insurance, from administration and customer support roles to auditing and leadership jobs. Click on the job profiles below to find out what each role involves, the skills you need, and the steps you can take to progress.

Entry Level
Accounting Technician

Salary: £24,000 to £35,000

Entry Level
Financial Services Customer Adviser

Salary: £25,000 to £31,000

Entry-Level
Payroll Administrator

Salary: £22,000 to £35,000

Intermediate
Insurance Broker

Salary: £25,000 to £65,000

Intermediate
Mortgage Adviser

Salary: £27,000 to £70,000

Intermediate
Auditor

Salary: £28,000 to £70,000

Advanced
Bank Manager

Salary: £32,000 to £80,000

Advanced
Actuary

Salary: £32,000 to £70,000

Advanced
Stockbroker

Salary: £35,000 to £125,000

1 /
Local Learning Opportunities

Find Your Next Step

Check out our Skills Connect Directory for a list of opportunities and places to train in your region to help you kick start your career in professional services.

View Opportunities

Woman receiving advice at a desk.

Top Skills

  • Communication: Explaining information clearly to customers, clients and colleagues.
  • Management: Organising resources, people and priorities effectively.
  • Attention to Detail: Checking information carefully to ensure accuracy.
  • Customer Service: Supporting customers and helping meet their needs.
  • Sales: Promoting products and services that are suitable for customers.
  • Numeracy: Working confidently with numbers, calculations and financial information.
  • Organisation: Managing records, deadlines and workloads efficiently.
  • Problem-Solving: Finding solutions to financial or customer-related challenges.
  • Finance: Managing money, budgets and financial activities.
  • Accounting: Recording and reporting financial transactions accurately.
  • Auditing: Reviewing financial information to ensure accuracy and compliance.
  • Invoicing: Creating, processing and managing payments and billing records.
  • Financial Statements: Preparing and interpreting financial reports.
  • Risk Assessment: Identifying and evaluating financial and insurance risks.
  • Financial Analysis: Using data and trends to support decision-making.
  • Compliance: Following financial regulations, policies and industry standards.
  • Insurance Administration: Managing policies, claims and customer information.
  • Data Management: Maintaining accurate and secure financial records.
  • Trustworthy: Handling money and sensitive information responsibly.
  • Professional: Maintaining high standards of behaviour and integrity.
  • Analytical: Looking at information carefully to identify patterns and trends.
  • Reliable: Being someone colleagues and customers can depend on.
  • Accurate: Producing work with a high level of precision.
  • Ethical: Acting honestly and fairly when dealing with financial matters.
  • Organised: Managing information, deadlines and tasks effectively.
  • Confident: Feeling comfortable explaining financial information to others.
  • Detail-Oriented: Taking care to spot errors and maintain accuracy.
Green jobs

Green finance & insurance

Many finance and insurance companies are working to become more sustainable and develop more sustainable products. There are green elements featured in many roles including:

Two people working at desk, talking to each other.
Explore More

Careers that use similar skills

If you are interested in a career in finance and insurance, you may also want to explore other careers that require similar skills. If you like working with numbers, helping people and organisations, being analytical and communicating with others, you may also enjoy some of these opportunities:

1 /