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Financial Services

 
Background
People working in financial services help individuals and businesses manage their money, invest for the future, and plan for major life events. They might work in banks, insurance companies, investment firms, or other financial organisations, where they advise clients, process transactions, analyse financial data, and ensure everything follows the rules and regulations. Every day could involve meeting clients, reviewing accounts, preparing reports, or researching investment opportunities.
Lessons to help you on this path

Matched lessons for this role are being reviewed and will appear here soon.

Publications
Financial TimesThe Economist
Books
The Intelligent InvestorA Random Walk Down Wall StreetThe Psychology of Money
Movies
The Wolf of Wall StreetMargin Call
Key Figures
Warren BuffettSheryl SandbergVanguard founder John BogleChristine Lagarde
Classification
SIC Code0, 0The Standard Industry Code
Dewey Reference332.1, 657For looking up books in your local library
Synonyms
Financial AdviserBanking ProfessionalInvestment AdviserFinancial Consultant
Last Updated: Thursday, May 7th, 2026
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