Financial Consultant job description
Post JobDescription
Understanding fiscal issues and providing guidance to clients are some of the many tasks of a Financial Consultant. A Consultant may research, analyse, forecast, sell financial products, develop strategies, prepare reports and perform many other fiscal related activities. Having certifications or being a part of professional associations is helpful to their career, like being a member of the Society for Financial Advisors (MSFA) or having a Certificate in Financial Planning (CFP).
Professionals who have many years of service in the financial industry or an excellent record of accomplishment are more successful in this position. Clients will be quick to trust their expert advice based on those facts. Consultants with their own businesses work long, demanding hours to thrive in their jobs. They earn excellent salaries working with companies. One who sells many fiscal products earns even greater compensation.
A Financial Consultant usually performs any of the following tasks:
• Performing in-depth analysis
• Meeting client requirements
• Developing fiscal measures
• Advising clients
• Researching information related to financial products
• Selling financial products
• Negotiating sales targets
• Communicating with financial services providers
• Following market trends
• Reporting on fiscal matters
Skills
• Understanding complex information
• Analysing financial data
• Team building
• Collaboration
• Consistency
• Proficiency
• Professionalism
• Adaptability
• Research and analysis
• Client confidentiality
• Listening and communication
• Record keeping
• Using electronic and technological equipment and applications
• Being trustworthy
Education
A Financial Consultant should have no less than a Bachelor's Degree in Finance. Degrees in Economics, Statistics, Accounting or Mathematics are also acceptable. Other certifications that may be relevant to this position include:
• FPC 1, 2 and 3
• CAS
• QCA Level 4
• CII Diploma in Financial Planning
• Advanced Diploma or Associate's Degree
• ACA/ ACCA
• MBA
• Post-graduate Degrees
Job Offer Trends
Overview According to our data, these are the percent of job offers for financial consultant.
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Companies According to our data, by number of offers, these are the top companies that are hiring for financial consultant.
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Financial Consultant Jobs
Latest Job Offers
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Graduate Financial Consultant - Accounts Receivable
£23000 - £26000/annum
Belfast, City of Belfast, United Kingdom
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Financial Services Advisory Senior Consultant
Competitive + benefits
Manchester, United Kingdom, United Kingdom
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£22400 - £32000/annum Company car or car allowance
CM9, Maldon, Essex, United Kingdom
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£28000 - £32000/annum
Reading, Berkshire, United Kingdom
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£26000 - £27000/annum Monday to Friday
IG10, Loughton, Essex, United Kingdom
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Estate Agent Assistant Branch Manager
£29800 - £50000/annum Company car or car allowance
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Estate Agent Senior Sales Negotiator / Lister
£28000 - £45000/annum Independent Estate Agents
SS0, Chalkwell, Southend-on-Sea, United Kingdom
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£26000 - £28000/annum Monday to Friday
IG10, Loughton, Essex, United Kingdom
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Trainee Recruitment Consultant - Graduate
£60,000
City of London, London, South East, UK
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