Latest Financial Advisor jobs in Christchurch - JobisJob United Kingdom Mobile

22 Financial Advisor Jobs in Christchurch

Paraplanner Heat Recruitment - Christchurch, Dorset, UK During a period of key expansion, our partner is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity... £55000 Per Annum 29 days ago
Independent Financial Advisor Clayton Davies - Bournemouth, United Kingdom Our client, a successful wealth management firm, are looking for an Independent Financial Adviser to join the team. You will receive full paraplanning and administration support. Providing clients with... 13 days ago
Financial Advisor IDEX Consulting Ltd - Bournemouth, United Kingdom An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent... 17 days ago
Finance Business Partner 4Com - Bournemouth BH1, Dorset, South West We are seeking an experienced Finance Business Partner to join our dynamic finance team in Bournemouth. This is an exciting opportunity for a qualified accountant who has a solid background in financial... 100.00-125.00 day 4 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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Associate Director - Energy Transition Investment Banker Brock & Decker - Bournemouth, United Kingdom The firm is a leading independent investment banking advisory platform with a strong track record across the UK and European mid-market. We specialise in M&A and capital advisory for clients across infrastructure... 6 days ago
Financial Advisor Quilter Financial Planning - Southampton, United Kingdom This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all... 12 days ago
Group Finance Director CMA Recruitment Group - Southampton, United Kingdom CMA Executive is exclusively partnering with a highly successful independently owned organisation in the South Coast. This Group owns and operates a portfolio of high-end Hospitality and Leisure establishments... £120000 - £150000/annum bonus and benefits 8 days ago
Senior Wealth Manager James & Partners - Bournemouth, United Kingdom James & Partners are proud to represent a leading multinational external wealth management company with a strong global presence across the US, UK, Switzerland, Malta, Dubai (DIFC), Singapore, and Kuala... 13 days ago
Head of Finance Venture Recruitment Partners - Southampton, United Kingdom Are you a seasoned finance leader looking for a role with real impact? A leading distribution business in Southampton is searching for an exceptional Head of Finance to take charge of all financial operations... £75000 - £85000/annum 13 days ago
Head of Finance Coffee Republic - Milford on Sea SO41, Hampshire, South East Our client, a dynamic, forward-thinking company experiencing rapid growth, is looking for a proactive Head of Finance to join them on their journey. They seek someone with bold ambitions who can lead the... 125.00-150.00 day 11 days ago

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