Maintains knowledge of tax code changes and of accounting procedures and theory to properly evaluate financial information. Makes tax returns on behalf of clients.

Claims experts who assess insurance claims for incidence of fraud.

Monitor the performance of a portfolio of investments within the market on both financial performance and economic impact grounds. 

Deals with clients and investors on a daily basis, placing trades on their desired days for their desired amount.

Commodity brokers buy and sell physical commodities (crude oil, grain, metals, coffee, sugar) on a commission basis on behalf of private and commercial clients.

Prepares and provides financial records and information for both accountants and financial managers.

Works on behalf of the insurance company to investigate claims and make recommendations for a fair settlement.

Responsible for the monitoring and control of commercial loans.

Ensures the appropriate licensing, marketing and legal compliance in financial services. Plans, directs, or coordinates activities of an organisation to ensure compliance with ethical or legal standards.

Looks after the sales and customer relations issues that arise in the delivery of pensions products to individuals and organisations.

Applies principles of accounting to the analyses of financial information and prepares internal and external financial reports for clients

Investment fund managers make the investment decisions to try to increase the value of a fund: where a group of people (shareholders) pool their savings to invest in financial assets, typically securities or shares.