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Nov 09

Follow These Steps To Find A Job In The Financial Services Sector

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Are you looking for a job? You may be seeking new employment for several reasons. Whether you’re ready for a new career entirely, have lost your position due to the current economic climate, or you are starting, look to the financial services market for your next profession.

The UK has numerous firms and institutions that contribute financial solutions to retail and commercial customers. Businesses such as Portafina are a good place to start your search. When looking for positions, enter search titles such as Recruitment Consultant, Rewards Consultant, Data and Analytics, Human Capital, Healthcare Investment, Loan Operations Specialist, Auditor, and the list goes on. This is by no means an exhaustive list, but a good place to start.

Here is a useful and informative video on entering into a career in the financial services arena.


There are some basic steps that you should follow to land your next job in finance.


  1. When beginning a job search in finance, a great place to start is online, of course. The world is as connected as it’s ever been. You can find any job that interests you in a reputable online venue. Search Linkedin to connect with and follow financial services mentors and retool your personal account to reflect finance aspirations.
  2. Next, update your CV or curriculum vitae. It is usually your first introduction to a hiring manager and a great way to market yourself. If you find yourself in need of help, look to professional CV writers. They can assist you in streamlining your CV for consistency. It is important to tailor a CV to each position that you apply for. Include keywords from the CV’s job description to help optimize your chances of standing out amongst other candidates.
  3. The next step goes hand-in-hand with your CV: The Cover Letter. It is an essential part of the application process. Look up the hiring manager and ensure that you address the letter directly to that individual. Once again, include specific words from the job description in the cover letter and customize each one to the particular job. Expand upon your qualifications and write about why you are the right fit for the position. Check your grammar and punctuation before hitting send.
  4. The pandemic has changed everything in our lives, to include the interview process. Zoom and Skype are invaluable in connecting prospective employees with companies for interviews. Ensure you have your accounts set up, and you are familiar with them ahead of time. Prepare the room that you will be using. Adjust the lighting and limit distractions. Wear full business attire, including shoes – cameras can fall during interviews (and bunny slippers can be in full view). Place a copy of your CV, a pen, and paper near you.
  5. When preparing for the interview, research your prospective company. Know what their mission is. Practice answering questions such as: What is your professional financial background? Ask why your interviewer chose the company. And the ever-important-Do you have any questions for me? This question does not open the door to discuss salary, benefits, and time off. Rather, this is the time to stand out. Cite something company-specific. For example, note a particular client and how their earnings were scaled due to the group’s business acumen. Follow that compliment with any professional examples of similar success you’ve had previously. Next, ask, based on this success, where your interviewer sees the company in five years.

Follow These Steps To Find A Job In The Financial Services Sector

Remember preparation is vital to ensure your success on the path to a new financial sector position. Stay the course, and your efforts will reap the rewards.



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