
Investment Reviewer
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Gemma works for Greenbank, which invests clients’ money in an ethical and sustainable manner. The company helps to promote positive change both through buying shares in companies which are making a positive impact and by engaging with policy makers to promote improvements.
Gemma’s role involves gathering information from clients on their finances, time they want to invest for and their attitude to investment risk. Do they want to invest in an exciting new project even if there’s risk it might fail? Gemma use this information to make suggestions to her manager.
Surprising bit? “There are more women than men in my company, which is often not the case in the finance sector.”
(Gemma’s used to be a flood risk engineer – making sure new developments wouldn’t get flooded. You don’t have to stick to a certain career path, Gemma’s used her transferable skills in teamworking and numbers to switch to finance).
- Job insight
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Official job title: Investment Suitability Reviewer
Earning: £35,000 – £45,000
Workplace: Gemma’s mainly found at her computer working with investment managers and external financial advisors to find the best fit for her clients.
Best bits? “The people I work with and the support of the company allow you to have a good work-life balance, something that is very important to me after having cancer last year.
“The flexibility to make changes in current processes to make my role more efficient and improve quality of the reports we write.”


Gemma’s Career Path
Gemma’s top tips for your career: “Don’t think that you should have figured out what career you want right away, people spend half their life figuring it out and it is normal to change career path several times. Focus on the things you enjoy and make you happy, it is also so important to have hobbies and interests outside of work.”

Gemma’s advice on switching careers: “Speak to recruitment agencies who may put you up for roles you wouldn’t have been confident enough to apply for yourself. Accept you may need to take a step down and then work your way up again once you’ve proven yourself.”
Other jobs in business
Build your skills
Green skills are your skills put into action in a Green job that helps reduce carbon emissions & protects the planet.
Want to build your teamwork and speaking skills to get a Green job like Gemma’s? Head to Skills Builder to start your journey!

Parents/Carers – you can help your young person build their skills at home.
Discover your top strengths
Go to WISE “My Skills My Life” and take the personality quiz.
It’s just 15 quick questions and you can see how you match up to Gemma’s strength’s below.
Gemma’s personality strengths:
Coach

Manager

Coordinator

Build your career
If you’re 11 years old and up, you can start to build your Career Profile on Career Pilot – explore your skills, interests and potential job options here!







