How to secure a role in finance

As one of the most powerful and lucrative industries in the UK, finance is a popular choice for those looking for a rewarding and challenging career path. As a result, there is often a lot of competition for positions in finance. Whether they’re in regional businesses or national corporations, good jobs in the finance sector aren’t always easy to come by.

If you’re currently trying to get your foot on the finance ladder, or if you’re looking for your next step up, approaching your job hunt in a methodical way is essential if you’re going to secure a role in the sector. To help you find the position that’s right for you, we’re taking a look at the most important aspects of securing a role in finance.

Get qualified

There are a lot of roles in finance that require industry-specific qualifications. Unless you have these qualifications, securing an interview won’t be easy. If you’re currently unqualified, now’s the time to sign up for a professional course and obtain the relevant diplomas and certificates. If you already hold some basic finance qualifications, consider upping your employability by signing up for a more advanced course.

Do your research

The world of finance is always changing. If you’re going to come across as knowledgeable, reliable and capable at your interview, you need to ensure that you’re fully up to date with all the latest rules and regulations impacting on your industry.

Spend some time researching your specific area of finance and learning about how it’s evolved over the past few years. The more knowledgeable you are when it’s time for your interview, the better you’re likely to come across.

Learn the lingo

If you want to secure a role in finance, you need to learn the lingo. There is a vast number of industry-specific terms and phrases you’ll need to get to grips with if you’re going to understand exactly what’s going on around you. Often, this jargon varies from niche to niche, so make sure you learn the terms that are relevant to your specific area.


Specialist skills and qualifications often go down well when it comes to securing a job in finance. If you already work in the industry, you may have a good idea of which skills are currently in demand in your sector. Learning these skills, and becoming an expert in your field, will help you to stand out from the crowd when a vacancy is up for grabs.


There are a few key skills and qualities that most companies want to see in a candidate for a financial vacancy. Firstly, they’ll want to see that you’re organised, meticulous and reliable. You can demonstrate these qualities by doing your homework and turning up to your interview on time. Showing that you have attention to detail, are passionate about the industry and have a good understanding of the sector will also help you to make a great impression at your interview.

Learn more about securing roles in finance and other sectors by getting in touch with a member of our expert team.