Candidate news & Insights


When you’re just starting out in the financial services field, it might seem overwhelming. We recruit for the financial services industry, and we’ve met some great candidates that had the right preparation to succeed in this field, as well as some that were still unsure what to do.

Working in financial services can be challenging. However, the constant pressure to perform and meet targets can be a great opportunity for you to grow your career. After all, if you’re not moving forward, you’re probably moving backward. Working in financial services requires a lot of dedication, resilience, and a willingness to learn new things. If you want to progress your career in this field, here are five tips that may help: 

Build a Network of Key Players and Associates

If you want to progress your career in financial services, you will have to know how to network. Networking is about showing genuine interest in other people, asking questions, and helping others. A good network is a key to your success, in any field. Working in financial services requires a lot of collaboration and teamwork, and building a network of key players and associates will definitely help you progress in your career.

Continuously Learn and Develop Your Skills

Continuously learning new skills is crucial to progressing your financial services career. You should be constantly learning about your specific field of work, as well as about other aspects of the financial services industry. This will enable you to make informed decisions, solve complex problems and avoid common pitfalls. In most cases, financial services companies will value you more if you’ve continuously sought to learn new skills that will benefit the organisation. The best way to continuously learn and develop your skills is to create a learning plan and stick to it.

Stay Updated on Financial Services Industry Trends

Financial services is a very ever-changing environment. Trends, regulations, technologies – there’s always something new to discover. Investing time to understand new industry trends and staying informed of what’s happening in the financial services sector will help you progress in your career in financial services. You can also follow influential people in the financial services industry and take part in discussions on social media platforms like LinkedIn and Twitter.

Be Proactive in Solving Problems

We’ve all heard that problems are what make us stronger. However, in financial services, solving problems can be a great way to progress your career. You can take on a problem as an opportunity to solve a situation, identify the root cause and come up with a solution that not only solves the problem but also prevents the same issue from happening again.

Take on New Roles and Responsibilities

If you want to progress your career in financial services, you will have to accept new roles and responsibilities and step out of your comfort zone. When you first start working in the financial services industry, you may start in a lower role, like a financial analyst or financial advisor. A financial analyst is responsible for analysing financial data to assist in decision-making and a financial advisor provides investment advice and counsel to clients. Both roles can be challenging but can also be great opportunities for you to progress your career. 

Get more Education

One way to progress your career in financial services is through education. You can attend conferences, seminars, webinars and courses to expand your knowledge about your field of work and the financial services industry. A great way to learn is to teach others. Blogging about your specific field of work is a great way to not only share your knowledge with others but also keep yourself up to date with the latest trends and developments in your industry.

Ask for what you want and where you want to be

The best way to progress your career in financial services is to ask for what you want and where you want to be. In many cases, the onus is on you to make sure your manager and HR department know that you want more responsibility. You can also ask to be moved to another department or be promoted to a specific position.