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Financial Institution Managers & Directors


Financial institution managers and directors plan, organise, direct and co-ordinate the activities and resources of banks, building societies, insurance companies and post offices.


  • Plans, organises, directs and co-ordinates the activities of financial institutions
  • Verifies that accounting, recording and information storage and retrieval procedures are adhered to
  • Authorises loans and mortgages in accordance with bank or building society policy
  • Promotes financial services, establishes contact with the local business community and professional firms
  • Preparing general reports and briefs on more complex cases for senior management
  • Ensures compliance with the statutory regulatory framework.

Entry Requirements

Entry is possible with A levels/H grades, S/NVQ levels 4 and 5, a degree or equivalent qualification. Those with higher qualifications obtain accelerated training. Internal promotion to management is also possible. On-the-job training is provided. Professional qualifications are available and often mandatory.

What could I earn?