Latest Financial Advisor jobs in Bolton - JobisJob United Kingdom Mobile

64 Financial Advisor Jobs in Bolton

Financial Adviser Premier Jobs UK Limited - Oldham, Greater Manchester, North West, UK In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area. £60,000 4 days ago
Financial Advisor Quilter Financial Planning - Manchester, United Kingdom An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income Scroll down to find the complete details of the job offer, including experience... 7 days ago
Trainee Financial Advisor Regal Brooke Ltd - Manchester, Greater Manchester, North West, UK We foster an inclusive and supportive work environment where our employees can grow, learn and succeed. £30,000 7 days ago
Trainee Financial Advisor Robert Walters - Manchester, Greater Manchester, North West, UK A highly regarded IFA firm based in the heart of Manchester offering advice to private and corporate clients. The business has been successful in continuing to grow year on year through their excellent... £30,000 10 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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Mortgage and Protection Advisor Rayner Personnel - Manchester, United Kingdom Please Note: Rayner Personnel – Property Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing... £60000 - £100000/annum £30k basic OTE £60k 3 days ago
Finance Business Partner Bayman Atkinson and Smythe - Manchester, United Kingdom Collaborate closely with cross-functional teams, including Sales, Marketing, Operations, and Supply Chain, to understand their financial needs and objectives. Conduct comprehensive financial analysis to... £47000 - £53000/annum 4 days ago
Financial Advisor Trainee Financial Advisor Trainee liverpool, england, United Kingdom We want people with different backgrounds and work experience, including but not limited to: - Financial management, sales, insurance, and financial services - Executive leadership - Community influencers... 5 days ago
Financial Sales Advisor CCA Recruitment Group - Sale, Greater Manchester, United Kingdom Dealing with initial enquiry call, fact finding and selling the appropriate insurance product based on customer needs Following up quality high net worth insurance quotation leads Previous experience working... £27000/annum + bonus + benefits 23 days ago
Investment Operations Specialist - Apprenticeship Programme salford, england, United Kingdom AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work... 2 days ago
Financial Adviser Premier Jobs UK - New Delph, Borough of Oldham, United Kingdom Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty... £60000/annum plus uncapped bonuses 9 days ago

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