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Financial Investment Advisor

OFO Code: 241301

Last checked 3 October 2026

PATHLENS

1. Occupation identity

OFO code
241301
Occupation
Financial Investment Advisor
Classification
OFO 2021
Major group
PROFESSIONALS
Unit group
2413 · Financial Analysts

Official description
Financial analysts conduct quantitative analyses of information affecting investment programs of public or private institutions.

More official OFO detail

Specialisations: Account Management Advisor, Financial Consultant, Financial Advisor, Financial Business Analyst, Financial Agent, Financial Analyst, Financial Planner, Financial Planning Advisor / Manager, Insurance Manager

  • Determining the prices at which securities should be syndicated and offered to the public
  • Presenting oral and written reports on general economic trends, individual corporations, and entire industries
  • Preparing plans of action for investment based on financial analyses
  • Monitoring economic, industrial, and corporate developments through analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews
  • Interpreting data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences
  • Evaluating and comparing the relative quality of various securities in a given industry
  • Analyzing financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions
  • Maintaining knowledge and staying abreast of developments in the fields of industrial technology, business, finance, and economic theory
  • Recommending investments and investment timing to companies, investment firm staff, or the investing public

2. Demand status

Demand evidence not yet linked

This is an official OFO 2021 occupation. Demand status is separate evidence and is not inferred from inclusion in the OFO.

A national demand signal is not a promise of a vacancy in your town.

3. Salary evidence

No sourced salary record has been ingested for this OFO code yet.

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5. Qualification

Qualification evidence pending.

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6. Study funding

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7. Industry, sector and provincial context

National occupation classification. Industry and provincial context are shown only where a separate official source supports the link.

No source-backed modern OFO↔SIC 7 industry link has been ingested for this occupation yet. PathLens does not infer one from the job title.

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8. Next steps — official links

Career explorationNCAP / KhethaOfficial destination ↗QualificationQCTOOfficial destination ↗Public employment serviceESSA / labour centreOfficial destination ↗

9. Decision tools

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