Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

personal trust officertofinancial broker

A personal trust officer already meets 42% of what the financial broker role asks for. The move turns on 9 required skills not yet in the profile.

From personal trust officer
42%
Overlap1
To financial broker
12 Skills carried over
9 Required, not held
55.2 Difficulty2
Career overlap Partial match

42%

Learning distance Substantial retraining

55.2/ 100

1 Share of the financial broker role’s weighted skill requirement already met by the personal trust officer profile. Required skills count in full, supplementary skills at 0.35. Directional: the figure for the reverse move differs. 2 Combines what is missing with how specialised it is, so a gap of general skills scores easier than the same number of narrow ones.

Why

Why this move works

A financial broker role treats 7 of its required skills as things a personal trust officer already does. These are the ones it depends on most.

  • actuarial science
  • advise on financial matters
  • apply technical communication skills
  • financial products
  • obtain financial information
  • protect client interests

What stands in the way is 9 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.

Table 2

Table 2 · What you already bring

Of the 12 skills that carry over, these are the ones fewest other occupations ask for. A financial broker role needs them, and most people applying for one will not have them already. This is the part of a personal trust officer background worth leading with.

Skill the target role also needs Area
  • already held handle financial disputes communication, collaboration and creativity
  • already held conduct financial audits information skills
  • already held provide support in financial calculation information skills
  • already held review investment portfolios communication, collaboration and creativity
  • already held protect client interests communication, collaboration and creativity
  • already held actuarial science natural sciences, mathematics and statistics

All 12 carried skills, including the 7 the financial broker role treats as required.

Table 3

Table 3 · What you would need to learn

The 18 missing skills fall into 5 areas of the ESCO skill hierarchy, numbered below in the order worth working in: the areas carrying the most required skills come first, and inside each one the required skills sit above the supplementary ones.

Skill to acquire Tier
01 information skills 4 required, 3 supplementary
  • required, not held analyse market financial trends required
  • required, not held maintain financial records required
  • required, not held manage financial risk required
  • required, not held synthesise financial information required
  • optional, not held maintain records of financial transactions optional
  • optional, not held provide cost benefit analysis reports optional
  • optional, not held trace financial transactions optional
02 communication, collaboration and creativity 2 required, 2 supplementary
  • required, not held provide financial product information required
  • required, not held trade securities required
  • optional, not held communicate with banking professionals optional
  • optional, not held communicate with customers optional
03 business, administration and law 1 required, 2 supplementary
  • required, not held financial jurisdiction required
  • optional, not held banking activities optional
  • optional, not held modern portfolio theory optional
04 management skills 1 required, 2 supplementary
  • required, not held create a financial plan required
  • optional, not held operate financial instruments optional
  • optional, not held optimise financial performance optional
05 social sciences, journalism and information 1 required
  • required, not held economics required
Table 4

Table 4 · Where to start

The 3 entries a financial broker role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 12 skills that carry over
Skill Type
  • already held actuarial science knowledge
  • already held advise on financial matters skill
  • already held apply technical communication skills skill
  • already held financial products knowledge
  • already held obtain financial information skill
  • already held protect client interests skill
  • already held securities knowledge
  • already held conduct financial audits skill
  • already held handle financial disputes skill
  • already held handle financial transactions skill
  • already held provide support in financial calculation skill
  • already held review investment portfolios skill
9 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held banking activities optional
  • optional, not held communicate with banking professionals optional
  • optional, not held communicate with customers optional
  • optional, not held maintain records of financial transactions optional
  • optional, not held modern portfolio theory optional
  • optional, not held operate financial instruments optional
  • optional, not held optimise financial performance optional
  • optional, not held provide cost benefit analysis reports optional
  • optional, not held trace financial transactions optional
18 held skills the financial broker role does not ask for
Skill Type
  • not needed by the target role accounting techniques knowledge
  • not needed by the target role analyse financial risk skill
  • not needed by the target role collect property financial information skill
  • not needed by the target role communicate with beneficiaries skill
  • not needed by the target role develop investment portfolio skill
  • not needed by the target role examine trusts skill
  • not needed by the target role identify clients' needs skill
  • not needed by the target role investment analysis knowledge
  • not needed by the target role maintain relationship with customers skill
  • not needed by the target role maintain trusts skill
  • not needed by the target role monitor title procedures skill
  • not needed by the target role prepare financial statements skill
  • not needed by the target role prepare tax returns forms skill
  • not needed by the target role promote financial products skill
  • not needed by the target role property law knowledge
  • not needed by the target role register deeds skill
  • not needed by the target role research taxation procedures skill
  • not needed by the target role tax legislation knowledge
4 gaps that are knowledge rather than practice

Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.

Skill to acquire Tier
  • required, not held economics required
  • required, not held financial jurisdiction required
  • optional, not held banking activities optional
  • optional, not held modern portfolio theory optional
Index

Other moves recorded from personal trust officer

Full index of moves from personal trust officer

Note

How this record was compiled

Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.