Latest Financial Consultant jobs in Derby - JobisJob United Kingdom Mobile

24 Financial Consultant Jobs in Derby

Junior Paraplanner Heat Recruitment - DERBY, Derbyshire, UK This is your opportunity to join a dynamic financial planning firm based in Derby, dedicated to providing comprehensive financial advice and solutions to individuals and families. The team is committed... £32000 Per Annum More than 30 days ago
Client Account Manager Solutions For Accounting and CRM - Nottingham NG1, Nottinghamshire, East Midlands With an impressive customer base that includes over 350 Sage 200 and Sage Intacct clients we have established a strong reputation for delivering excellent technology solutions, backed up by outstanding... 5 days ago
Financial Planning Administrator, Nottingham (JR-2044) nottingham, england, United Kingdom To always maintain the highest possible ethical and professional standards, co-ordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation. Organised... 14 days ago
IFA Administrator Eventus Legal - Cheadle, Borough of Stockport, United Kingdom Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. This is... £27000 - £30000/annum Hybrid, Flexi-hours, Annual bonus 22 days ago
- Users are also interested in
- 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
  
  View more
- 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
  
  View more
- 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
  
  View more
- JobisJob Forum Join
Financial Controller Wallace Hind Selection LTD - Leicester, United Kingdom This is a new and exciting role, and due to growth, we have restructured our business and envisage you playing a pivotal role in overseeing, defining, and optimising our financial process and best practices... £65000 - £75000/annum Pension + Healthcare + 23 Days Holid 21 days ago
SSAS Administrator, Leicester (JR-1903) leicester, england, United Kingdom Providing a quality administration service in respect of a portfolio of Small Self-Administered Scheme (SSAS) arrangements to meet the requirements of the firm. You will also provide technical and administrative... 9 days ago
SIPP Accounts Manager, Leicester (JR-1902) leicester, england, United Kingdom This is an excellent opportunity to join this growing business with an outstanding reputation in the Wealth Management industry. As part of the SIPP Pensions Team, you will manage and administer a portfolio... 9 days ago
Transformation Manager - Claims Hastings Direct - Leicester, UK We're a digital insurance provider with ambitious plans to become The Best and Biggest in the UK market. We've made huge investments in our data and tech capabilities over the past few years, along with... + bonus, car allowance & benefits 6 days ago
Senior Pensions Administrator Chesterfield, England, United Kingdom I’m delighted to be working with a long-standing financial services business that is looking for an experienced Senior Pension Administrator to join their operation in the East Midlands. Excellent communication... 11 days ago
Independent Financial Adviser nottingham, england, United Kingdom We are working withan established and directly authorised Independent Financial Adviser (IFA) in Nottinghamshire.They take pride in being a whole-of-market advice firm with a range of preferred providers... More than 30 days ago

Next»

Related Searches

Top locations