Latest Financial Consultant jobs in Cardiff - JobisJob United Kingdom Mobile

8 Financial Consultant Jobs in Cardiff

FINANCIAL CONSULTANT Legal & General - Cardiff, United Kingdom We're offering a competitive base salary and quarterly incentive scheme based bonus What you'll be doing: Providing financial advice to customers to sell protection products Managing long term relationships... Competitive 16 days ago
Graduate Actuarial Assistant Consultant Quantum Advisory - Cardiff, United Kingdom At Quantum Advisory, we’re committed to delivering high-quality services while ensuring value for our clients. With offices in Amersham, Birmingham, Cardiff, and London, our team consists of Partners who... £28000 - £35000/annum 29 days ago
Financial Adviser Heat Recruitment - Cardiff , Cardiff, UK We are working with a well-established and reputable financial advisory firm in Cardiff with a strong presence throughout the wider region. Their commitment to delivering outstanding financial advice has... £55000 Per Annum More than 30 days ago
Financial Planner, Cardiff (CW-1934) cardiff, wales, United Kingdom This directly authorised, award winning firm of Financial Planners are looking for a new adviser to join the firm. They offer tailored financial advice to families and businesses across London, Southwest... More than 30 days ago
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- What are the roles and responsibilities for Financial Consultant?
- 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
  
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- What are the required skills for Financial Consultant?
- • 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 Consultant?
- 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
  
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Financial Planner weston-super-mare, england, United Kingdom Established for 3 decades, the company provide independent advice on pension and investment matters and is directly authorised by the FCA. Clients include private clients at retirement age, business owners... 12 days ago
Director of Finance: ACLAMO Brynmawr, Wales, United Kingdom The Director of Finance will be responsible for leading and managing ACLAMO’s ongoing financial processes as well as being a trusted partner to the Executive Director on strategic decisions with financial... 14 days ago
Senior IFA Administrator, Weston-Super-Mare weston-super-mare, england, United Kingdom Established for 3 decades, the company provide independent advice on pension and investment matters and is directly authorised by the FCA. Clients include private clients at retirement age, business owners... More than 30 days ago
Financial Adviser, Bridgend (JR-1938) bridgend, wales, United Kingdom We are pleased to represent this well-established and respected Financial Services firm that offer savings, investment, and protection products to families and individuals across the UK. As a Financial... More than 30 days ago

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