Financial Advisers, Planners and Consultants
52AI USED FOR52%moving to90%
THE DOOR, NOWC
THE DOOR, 20 YRSD
STARTING PAY£30,000 - £40,000
REGULATORY MOATThe law requires human oversight. That human could be you.
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FOR ADULTS · MOVING WITHOUT RETRAINING
Move sideways
Not every change means going back to a classroom. Name the job you do now and see the careers whose day-to-day work already overlaps yours, with the shared tasks shown so you can judge the match yourself. Measured August 2026.
The job you have
Measured by the same engine as every career on this site. This is the number the moves below are compared against.
8 moves your day-to-day already reaches
Each one shares real tasks with your job and sits in a better position against AI: less of the work already automated, or something structural protecting it that your job does not have. The shared tasks are quoted underneath, in both jobs' own words, so you can judge the match rather than trust a score.
Financial Services Consultancy Director
30AI USED FOR
7 of your tasks carry across. AI is used for 22 points less of this work than yours (30% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Stay updated with regulatory changes and industry best practices to ensure compliance and ethical guidance.THIS JOB Stay abreast of regulatory changes and industry best practices to provide clients with timely and relevant insights.shared: stay, regulatory, chang, industry, best, practic
- YOUR JOB Develop tailored financial plans that align with clients' objectives and timelines.THIS JOB Lead client engagements by developing tailored financial strategies that address specific client needs.shared: develop, tailored, financial, client
- YOUR JOB Research and analyze market trends to recommend suitable investment opportunities.THIS JOB Conduct in-depth market analysis to identify trends and opportunities within the financial services landscape.shared: market, trend, opportunit
Investment Manager
30AI USED FOR
7 of your tasks carry across. AI is used for 22 points less of this work than yours (30% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Develop tailored financial plans that align with clients' objectives and timelines.THIS JOB Develop and manage investment portfolios tailored to clients' risk tolerance and objectives.shared: develop, tailored, client, objectiv
- YOUR JOB Research and analyze market trends to recommend suitable investment opportunities.THIS JOB Conduct in-depth market research and analysis to identify investment opportunities.shared: research, market, investment, opportunit
- YOUR JOB Stay updated with regulatory changes and industry best practices to ensure compliance and ethical guidance.THIS JOB Stay abreast of regulatory changes and compliance requirements affecting investments.shared: stay, regulatory, chang, compliance
Management Consultant
35AI USED FOR
7 of your tasks carry across. AI is used for 17 points less of this work than yours (35% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Develop tailored financial plans that align with clients' objectives and timelines.THIS JOB Collaborate with clients to develop tailored strategies and actionable plans for improvement.shared: develop, tailored, plan, client
- YOUR JOB Stay updated with regulatory changes and industry best practices to ensure compliance and ethical guidance.THIS JOB Stay abreast of industry trends and best practices to provide informed advice.shared: stay, industry, best, practic
- YOUR JOB Research and analyze market trends to recommend suitable investment opportunities.THIS JOB Conduct in-depth market research and analysis to identify business challenges and opportunities.shared: research, market, opportunit
Sustainable Architecture Consultant
22AI USED FOR
6 of your tasks carry across. AI is used for 30 points less of this work than yours (22% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Conduct detailed financial assessments to understand clients' goals and risk tolerance.THIS JOB Conduct sustainability assessments and audits for architectural projects.shared: conduct, assessment
- YOUR JOB Develop tailored financial plans that align with clients' objectives and timelines.THIS JOB Develop and present sustainability strategies to clients and stakeholders.shared: develop, client
- YOUR JOB Research and analyze market trends to recommend suitable investment opportunities.THIS JOB Research and recommend renewable energy solutions for building designs.shared: research, recommend
Accounts Director
30AI USED FOR
6 of your tasks carry across. AI is used for 22 points less of this work than yours (30% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Develop tailored financial plans that align with clients' objectives and timelines.THIS JOB Develop and maintain strong relationships with key clients, understanding their needs and objectives.shared: develop, client, objectiv
- YOUR JOB Maintain ongoing client relationships through regular reviews and updates of financial strategies.THIS JOB Develop and maintain strong relationships with key clients, understanding their needs and objectives.shared: maintain, client, relationship
- YOUR JOB Conduct detailed financial assessments to understand clients' goals and risk tolerance.THIS JOB Develop and maintain strong relationships with key clients, understanding their needs and objectives.shared: understand, client
Business Development Manager
30AI USED FOR
6 of your tasks carry across. AI is used for 22 points less of this work than yours (30% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Develop tailored financial plans that align with clients' objectives and timelines.THIS JOB Develop and implement strategic plans to acquire new clients and retain existing ones.shared: develop, plan, client
- YOUR JOB Research and analyze market trends to recommend suitable investment opportunities.THIS JOB Identify and research potential clients and market opportunities to drive business growth.shared: research, market, opportunit
- YOUR JOB Maintain ongoing client relationships through regular reviews and updates of financial strategies.THIS JOB Cultivate and maintain strong relationships with stakeholders, partners, and clients.shared: maintain, client, relationship
Directors in Consultancy Services
30AI USED FOR
6 of your tasks carry across. AI is used for 22 points less of this work than yours (30% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Research and analyze market trends to recommend suitable investment opportunities.THIS JOB Conduct in-depth market analysis and research to identify trends, challenges, and opportunities for clients.shared: research, market, trend, opportunit
- YOUR JOB Stay updated with regulatory changes and industry best practices to ensure compliance and ethical guidance.THIS JOB Stay abreast of industry developments and regulatory changes to provide informed advice and strategies to clients.shared: stay, regulatory, chang, industry
- YOUR JOB Maintain ongoing client relationships through regular reviews and updates of financial strategies.THIS JOB Cultivate and maintain strong relationships with clients, stakeholders, and industry partners to foster collaboration and trust.shared: maintain, client, relationship
Educational Consultant
30AI USED FOR
6 of your tasks carry across. AI is used for 22 points less of this work than yours (30% against your 52%). The door for a new entrant is B - achievable; your experience is the discount on that.
Show the tasks that match
- YOUR JOB Develop tailored financial plans that align with clients' objectives and timelines.THIS JOB Develop tailored strategies and action plans to enhance teaching methodologies and student outcomes.shared: develop, tailored, plan
- YOUR JOB Conduct detailed financial assessments to understand clients' goals and risk tolerance.THIS JOB Conduct comprehensive assessments of educational institutions to identify areas for improvement.shared: conduct, assessment
- YOUR JOB Research and analyze market trends to recommend suitable investment opportunities.THIS JOB Stay updated on the latest educational trends, technologies, and policies to provide informed recommendations.shared: trend, recommend
Matches come from both careers' own published task lists, not from a similarity score we ask you to trust. A move being listed does not mean an employer will agree: it means the work overlaps and the measurement is better. Retraining routes, if you decide you want one, are on the switch page.