Here are some top tips on how to transition into a new role within financial services.

Identify your career goals

Start by identifying your ideal role within financial services. Understand the skills, qualifications, and experience required for that position.

Assess and enhance your skills

Evaluate your current skill set and identify any gaps relative to your target role. Enroll in certifications or training programs like GCC or specialized Fitch Learning courses to boost your expertise. Upskilling demonstrates initiative and readiness for new challenges.

Update and optimize your resume

Highlight achievements, core competencies, and relevant experiences that match the job description of the role you’re pursuing. Watch our guide for further tips.

Build a standout LinkedIn profile

Optimize your LinkedIn profile to align to your dream role. Our video includes further expert tips.

Leverage your network

Tap into your professional network for advice, mentorship, and introductions.

Stay up-to-date with industry trends

Financial services is constantly evolving, with new regulations, technologies, and market dynamics. Subscribe to industry-leading publications, attend events, and read thought leadership articles to stay informed and demonstrate your knowledge during interviews.

Seek guidance from recruiters

Partner with recruiters specializing in financial services. They can provide you with market insights, suggest roles that align with your profile, and connect you with hiring managers at top firms.

Consider temporary or consulting roles

If a permanent role is not immediately available, consider interim or consulting opportunities. These can help you gain relevant experience, expand your network within the industry, and potentially lead to full-time roles.

Check out our video from recruitment expert Edward James from RCQ Associates for his tips for professionals looking to transition into a new role.