Latest Financial Advisor jobs in Aldershot - JobisJob United Kingdom Mobile

50 Financial Advisor Jobs in Aldershot

Self Employed Mortgage Broker Kings Permanent Recruitment Ltd - Farnborough, Hampshire, United Kingdom We are seeking a highly motivated Self-Employed Mortgage Broker to join our team. As a self-employed mortgage broker, you will have the opportunity to work independently while having the support of a reputable... £50000 - £60000/annum Uncapped Commission 2 days ago
Non-Qualified Financial Advisor (Support to Qualified Advisor) Ernest Gordon Recruitment Limited - Leatherhead, Surrey, United Kingdom Are you an aspiring Financial Advisor looking to gain your qualifications in a tight knit Financial Services company known for looking after their staff, which will offer you support in acquiring further... £25000 - £30000/annum + Progression + Pension + Bonus 22 days ago
Paraplanner Team Leader Premier Jobs UK Limited - Farnborough, United Kingdom As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading... 5 days ago
Paraplanner Team Leader Premier Jobs UK Limited - Cove GU14, Hampshire, South East As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading... 6 days ago
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- What are the roles and responsibilities for Financial Advisor?
- Understanding fiscal issues and providing guidance to clients are some of the many tasks of a Financial Advisor. 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 Advisor 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
  
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- What are the required skills for Financial Advisor?
- • 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
  
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- Is my educational background ideal for Financial Advisor?
- A Financial Advisor 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
  
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Senior Tax Expert Marc Daniels - Bracknell, Berkshire, United Kingdom Marc Daniels are working with a household name automotive company based in Bracknell in recruiting a Senior European Tax Expert this is a fantastic opportunity to take the next step in your career with... £74000 - £80000/annum 7 days ago
Finance and Operations Analyst Gleeson Recruitment Group - Wokingham, Berkshire, United Kingdom Our client has seen an increased demand over the years for its wide range of products and are now seeking an experienced, hands on Finance and Operations Analyst as the company seek to double in size this... £40000 - £50000/annum 25 days holiday, bonus, pension 8 days ago
Financial Planning Administrator, Client Services , Wealth Management JJ SEARCH LIMITED - Guildford GU1, Surrey, South East The Financial Planning Administrator will liaise and communicate successfully with external clients, internal key stakeholders , Insurance Companies and External Platform Providers, Investment Managers... 12 days ago
Self-Employed Mortgage & Protection Advisor (Wokingham) Rayner Personnel - Wokingham, United Kingdom Are you a driven and fully qualified Mortgage & Protection Advisor who wants the freedom of self-employment whilst enjoying the benefits of a qualified lead source, attractive commission splits, and a... £30000 - £75000/annum £75,000+ OTE 7 days ago
Tax Manager Marc Daniels - Bracknell, Berkshire, United Kingdom Marc Daniels are working with a household name automotive company based in Bracknell in recruiting a European Tax Manager this is a fantastic opportunity to take the next step in your career with a well... £74000 - £80000/annum 8 days ago
Tax Accountant Stanton House - Guildford GU1, Surrey, South East To support the Tax Manager to ensure UK group and Irish entities maintain high-quality tax compliance and reporting. This will include the preparation of corporate tax reporting, computations, HMRC tax... 4 days ago

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