Financial Brokers NEC
222199 · SedentaryDescription
This occupation group covers financial brokers not elsewhere classified. Occupations in this group include investment broker.
Typical work tasks
- Brokers complex and commercial leases, equipment finance, commercial finance, project finance and finance for property developers.
Typical work environment
- Typically works indoors from an office base that is adequately heated and ventilated.
- May travel to meet potential clients in their own premises.
Typical physical and mental demands
- Sedentary physical demand levels.
- Frequently sits at an office desk and studies both hard copy and on-line market information.
- Frequently meets with clients and provides advice on the relative strengths and risks of various deals and/or investments.
- Standing and walking about the office will be an occasional requirement.
- Stretching, twisting, climbing and lifting is not a significant component of the job.
- Occasional to frequent repetitive hand and finger movements are required when using pens, calculators, keyboard and mouse.
- Driving in cars is not a significant feature of the job but may be required for inspection of potential investments.
- 2Use of hand-held objects will be frequent in the form of writing implements, telephones, calculators and computers.
- Squatting, crouching or bending is not a significant component of the job.
- Mental skills necessary include interpretation, analytical, research, presentation, fi2nancial product knowledge, communication, negotiation, calculation, organisation and planning.
Entry signal Model estimate
Requires a substantial formal qualification. A licence or registration is legally required.
Entry barrier Formal qualification
Licence / registration Licence/registration required
ANZSCO skill level 2
Next-day ready No
Unverified — this label is model-generated and not yet clinician-reviewed. Confirm against the WTDS before relying on it.
How this was determined (model-generated): Financial brokers nec broadly sit under the FMC financial-advice/dealer regime requiring FSPR registration; treat licence as core gate. Proposal stands.
Entry Requirements
- A New Zealand Register Level 5 or 6 qualification or at least three years relevant experience (ANZSCO Skill Level 2). In some instances particular experience and/or on-the-job training may be required.
- Registration or licensing may be required.
Further Comments
- There are opportunities for flexibility of movement.