Table 1Transition record

student financial support coordinatortofinancial broker

A student financial support coordinator already meets 32% of what the financial broker role asks for. The move turns on 10 required skills not yet in the profile.

From student financial support coordinator

32%

Overlap1

To financial broker

8 Skills carried over

10 Required, not held

63.7 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 63.7

This move: 63.7 of 100 · substantial

1 Share of the financial broker role’s weighted skill requirement already met by the student financial support coordinator 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.

Table 2

Table 2 · What you already bring

Of the 8 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 student financial support coordinator background worth leading with.

Skill the target role also needs Area

already held provide financial product information communication, collaboration and creativity
already held provide support in financial calculation information skills
already held communicate with banking professionals communication, collaboration and creativity
already held protect client interests communication, collaboration and creativity
already held create a financial plan management skills
already held obtain financial information information skills

All 8 carried skills, including the 6 the financial broker role treats as required.

Table 3

Table 3 · What you would need to learn

The 22 missing skills fall into 6 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, 4 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 conduct financial audits optional
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 business, administration and law 3 required, 2 supplementary

required, not held financial jurisdiction required
required, not held financial products required
required, not held securities required

optional, not held banking activities optional
optional, not held modern portfolio theory optional

03 communication, collaboration and creativity 1 required, 3 supplementary

required, not held trade securities required

optional, not held communicate with customers optional
optional, not held handle financial disputes optional
optional, not held review investment portfolios optional

04 natural sciences, mathematics and statistics 1 required

required, not held actuarial science required

05 social sciences, journalism and information 1 required

required, not held economics required

06 management skills 3 supplementary

optional, not held handle financial transactions optional
optional, not held operate financial instruments optional
optional, not held optimise financial performance optional

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 8 skills that carry over

Skill Type

already held advise on financial matters skill
already held apply technical communication skills skill
already held create a financial plan skill
already held obtain financial information skill
already held protect client interests skill
already held provide financial product information skill
already held communicate with banking professionals skill
already held provide support in financial calculation skill

12 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held banking activities optional
optional, not held communicate with customers optional
optional, not held conduct financial audits optional
optional, not held handle financial disputes optional
optional, not held handle financial transactions 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 review investment portfolios optional
optional, not held trace financial transactions optional

19 held skills the financial broker role does not ask for

Skill Type

not needed by the target role accounting knowledge
not needed by the target role analyse loans skill
not needed by the target role assist in loan applications skill
not needed by the target role customer service knowledge
not needed by the target role decide on loan applications skill
not needed by the target role education administration knowledge
not needed by the target role education law knowledge
not needed by the target role electronic communication knowledge
not needed by the target role kindergarten school procedures knowledge
not needed by the target role maintain customer service skill
not needed by the target role negotiate loan agreements skill
not needed by the target role prepare loan contracts skill
not needed by the target role primary school procedures knowledge
not needed by the target role produce statistical financial records skill
not needed by the target role provide education management support skill
not needed by the target role provide information on education financing skill
not needed by the target role provide information on school services skill
not needed by the target role secondary school procedures knowledge
not needed by the target role student financial aid programmes knowledge

7 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 actuarial science required
required, not held economics required
required, not held financial jurisdiction required
required, not held financial products required
required, not held securities required
optional, not held banking activities optional
optional, not held modern portfolio theory optional

Index

Other moves recorded from student financial support coordinator

Full index of moves from student financial support coordinator

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.