Financial Planning and Wealth Management
Plan and manage financial resources, optimize budgeting and capital allocation, and implement wealth and retirement strategies to ensure long-term financial stability and growth.
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Skill demand · ONS UK online job adverts
This requirement appears in 38.0% of UK new online job adverts in 2025. Its share rose by 1.2 percentage points compared with 2024.
The latest year is partial. Comparisons with full years need care. 2026 figures have not been published yet.Official detailed requirements in this ONS group
Plan and manage financial resources, optimize budgeting and capital allocation, and implement wealth and retirement strategies to ensure long-term financial stability and growth.
Assess and manage financial risks, including market, credit, and operational risks, to ensure organizational stability and compliance.
Apply accounting principles, standards, and methods to prepare accurate financial records, ensure compliance with regulatory frameworks, and support informed business decisions.
Conduct financial, operational, and compliance audits using risk-based approaches and technology tools to ensure accuracy and regulatory adherence.
Manage banking channels, perform financial transactions, and utilize accounting and financial systems to ensure accurate cash flow and compliance.
Analyse financial data, prepare reports, and apply financial models to assess profitability, manage revenue, and support strategic decision-making.
Manage accounting processes, transaction systems, and financial controls to maintain accurate records and reporting.
Analyse and manage cost structures, implement optimization strategies, and ensure accurate financial reporting for resource efficiency.
Analyse and manage financial instruments, derivatives, and investment products to support portfolio growth and risk management.
Manage real estate financing, mortgage products, and investment strategies to support property acquisition and development.
Manage payroll systems and compensation processes to ensure accurate and timely employee payments.
Manage investment portfolios, securities, and fund performance to achieve financial objectives and optimize returns.
ONS Table 1 detailed requirements · SCO15.01. Shares can overlap because an advert may mention several requirements.
Occupations where accounting and financial trading and investment appears most often in UK new adverts
| # | Occupation | Share of occupation adverts | View |
|---|---|---|---|
| 1 | Finance officers Example titles: Finance officer · Recovery officer · Financial officer · Deputy finance officer | 98.8% | |
| 2 | Credit controllers Example titles: Credit controller · Loan processor · Recovery officer · Authorisation clerk | 96.9% | |
| 3 | Financial and accounting technicians Example titles: Accounting technician · Audit senior · Trust senior · Trust officer | 95.8% | |
| 4 | Book-keepers, payroll managers and wages clerks Example titles: Wage clerk · Pay clerk · Pay master · Book keeper | 94.7% | |
| 5 | Chartered and certified accountants Example titles: Certified accountant · Audit clerk · Chief auditor · Articled clerk | 94.6% | |
| 6 | Finance and investment analysts and advisers Example titles: Finance adviser · Money agent · Finance agent · Bank associate | 92.4% | |
| 7 | Financial managers and directors Example titles: Financial manager · Bank manager · Bank director · Retail banker | 90.4% | |
| 8 | Quantity surveyors Example titles: Quantity surveyor · Bonus surveyor · Survey technician · Technical assistant | 89.1% | |
| 9 | Financial accounts managers Example titles: Financial accounts manager · Fund manager · Private banker · Credit vetting officer | 87.3% | |
| 10 | Taxation experts Example titles: Taxation senior · Tax senior · Tax adviser · Tax analyst | 85.6% |
Skills within Finance and Accounting
| # | Skill | Share of adverts | Change (pp) | View |
|---|---|---|---|---|
| 1 | Accounting and Financial Trading and Investment Selected skill · Financial Planning and Wealth Management · Financial Risk Management and Analysis · Accounting Principles, Standards and Practices | 38.0% | +1.2 pp | |
| 2 | Financial Services and Operations Insurance Operations and Risk Management · Bookkeeping Skills · Underwriting Skills | 3.9% | +0.3 pp | |
| 3 | Finance and Regulatory Compliance Taxation and Compliance Management · Financial Regulations and Industry Standards · Anti-Money Laundering Compliance | 1.8% | +0.2 pp | |
| 4 | Finance and Insurance Technology Risk and Actuarial Analysis Skills · Bank-Insurance Business Model Knowledge · Disability Insurance Concepts | 0.1% | 0.0 pp | |
| 5 | Finance and Governance Corporate Ownership and Control Knowledge · Banking Regulatory Compliance Skills | 0.0% | 0.0 pp | |
| 6 | Legal and Financial Systems Economic Crime Analysis Skills · Banking Legal Framework Knowledge · Franchise Disclosure Compliance Skills | 0.0% | 0.0 pp | |
| 7 | Finance and Retail Digital Payment Systems and Financial Transactions | 0.0% | 0.0 pp | |
| 8 | Finance and Investment Tools Financial Modelling and Valuation Software Skills | 0.0% | 0.0 pp | |
| 9 | Finance and Performance Management Corporate Performance Management Skills | 0.0% | 0.0 pp | |
| 10 | Finance and Risk Management Actuarial Society Fellowship Certification | 0.0% | 0.0 pp | |
| 11 | Finance and Banking Technology Interest Rate Fundamentals | 0.0% | 0.0 pp | |
| 12 | Finance and Supply Chain Management Trade and Logistics Concepts | 0.0% | 0.0 pp | |
| 13 | Finance and Behavioural Science Behavioural Economics Knowledge | 0.0% | 0.0 pp | |
| 14 | Finance and SaaS Subscription Billing Platform Skills | 0.0% | 0.0 pp | |
| 15 | Finance and Transactions Wire Transfer Procedures | 0.0% | 0.0 pp | |
| 16 | History and Finance Coin Collecting Knowledge | 0.0% | 0.0 pp | |
| 17 | Finance and Wealth Management | 0.0% | 0.0 pp | |
| 18 | Finance and Real Estate | 0.0% | 0.0 pp | |
| 19 | Finance and Education | 0.0% | 0.0 pp |
How to interpret skill demand
Source: Office for National Statistics, UK online job adverts. Shares describe new adverts reporting the requirement. An advert may mention several skills, so their shares do not add up to 100%. A rise from 10% to 12% is an increase of 2 percentage points.
These figures do not establish a salary premium, proficiency level, or which skills are requested together. This page has no published skill-specific salary or location breakdown.
ONS · 2025 · partial year · 2026 figures have not been published yet. · Open Government Licence v3.0. ONS does not endorse Jobmundo.