Finance and investment analysts and advisers
Finance and investment analysts and advisers advise customers, who may be individuals, companies or specialist groups, on the purchase of investments, insurance, mortgages, pensions and other financial services and products.
Task Bundle Breakdown
How AI interacts with this occupation's task bundle
Task-by-Task Breakdown
Every task scored individually — sorted highest to lowest AI exposure
prepares summary reports of findings for fund managers
AI tools like ChatGPT, Copilot, and specialised fintech platforms can draft structured summary reports from raw data and analysis, significantly reducing the time analysts spend on report writing with humans mainly reviewing and approving outputs.
predicts the likely long- and short-term future performance of securities and other financial products and advises upon what will be an appropriate investment for their clients
AI tools like Bloomberg Terminal AI, AlphaSense, and ChatGPT can process vast datasets to generate performance forecasts and scenario analyses, but human judgment is still essential for interpreting nuanced market conditions and client-specific suitability.
monitors information on the socio-economic environment and interprets the implications of such information for their clients
AI tools like AlphaSense, Refinitiv, and Bloomberg GPT can continuously monitor and synthesise macroeconomic data, news, and policy changes, though translating implications for specific client portfolios still requires human analytical judgment.
analyses the financial position of clients, considering outgoings, dependants and commitments
AI-powered financial planning tools like MoneyGuidePro or eMoney Advisor can rapidly aggregate and analyse client financial data, though advisers must interpret results in the context of personal circumstances and emotional factors.
advises on the relative merits of pension schemes, insurance policies and mortgages that best meet the needs of clients given their personal circumstances
AI can compare thousands of pension, insurance, and mortgage products in seconds using tools like iPipeline or Intelliflo, but regulatory responsibility and trust-based client relationships require human oversight and final recommendations.
keeps up to date with financial products, legislation and requirements for compliance with the relevant regulatory authority
AI can automate regulatory update monitoring via tools like Thomson Reuters Regulatory Intelligence or Corlytics, flagging relevant changes, but professionals must interpret and apply compliance requirements to their specific practice.
identifies and attracts new clients by arranging visits and explaining the benefits of financial products
Client acquisition relies heavily on relationship-building, trust, and interpersonal persuasion that AI cannot replicate, though CRM tools with AI features like Salesforce Einstein can help identify and prioritise prospective client outreach.
ROI Calculator
Finance and investment analysts and advisers
This is not a pay rise — it's 732.9 hours of productive capacity that AI could return to you, valued at your current rate.
The portion of your current salary tied to tasks AI can automate or augment. Not a prediction of job loss — a signal of where your role is changing fastest.
How is this calculated?▾
Task weights — each task is weighted by its O*NET frequency rating. Where frequency data is absent, equal weighting is applied.
AI time reduction — tasks scored as "AI Automates" assume 80% time saving; "AI Assists" assumes 40%; "Human-Led" assumes 5%.
Salary equivalent — annual hours saved × (salary ÷ 1,800 working hours/year).
Value at risk — salary × share of role time in AI-automate or AI-assist tasks.
Figures are indicative estimates for planning purposes, not guarantees of productivity gain or job loss risk.