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Careers Centre > Interactive Qualifications Navigator

Interactive Qualifications Navigator

Select the area of work that interests you from the drop down box to see which SII qualification is recommended, and to which level of SII membership it corresponds.

Suggested further qualifications are also listed for the purposes of career progression.




--- Select an Area of Work---- Advising/Dealing in: Equities & Bonds, Derivatives Client Services

: Call Centre, Customer Services, Receptionist

Client Services

: Account Opening, Client Ledger, Private Client Administrator, Static Data, Valuation

Client Services

: Supervisory Staff - Manager of Department

Collective Investment Schemes: Client Services, Corporate Actions, Fund Services Personnel, Settlement Collective Investment Schemes: Supervisory Staff - Manager of Department Commodities Future Broking Compliance Corporate Actions: Corporate Actions, Dividend, Tax Reporting Corporate Actions: Supervisory Staff - Manager of Department Corporate Finance Custody: Client Facing, Marketing Custody: Corporate Action, Dividend, Reconciliation, Settlement, Static Data,Vault Custody: Client Facing, Supervisory Staff - Manager of Department, Lead Custodian Relationship Manager Derivatives: Derivatives Administrators, OTC Derivatives Clerk, Structured Products Clerk - Analysts Derivatives: Supervisory Staff - Manager of Department Financial Analyst Fund Management Independent Financial Advisor Institutional Sales Investment Banking Information Technology: IT Development, IT Support Information Technology: Supervisory Staff - Manager of Department Managing Investments Operational Risk Private Client Asset Management Reconciliation Reconciliation: Supervisory Staff - Manager of Department Sales/Marketing Settlement/Trade Processing: Checking, Confirmation, Settlements, Trade Processing Settlement/Trade Processing: Supervisory Staff - Manager of Department Traders in: Equities, Futures, Bonds


For staff dealing with retail clients, the Appropriate Examination list is relevant. Please click here to visit the Appropriate list published on the FSSC website.

For staff dealing with professional clients, the Recommended Examination list is relevant. Please click here to visit the Recommended list published on the FSSC website.

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If you have any queries about this tool, please contact Colleen Petersen for assistance.